Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds Balanced Mutual fund in their Schedule of Assets, totaling $14.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE SWAN GROUP, LLC THE SWAN GROUP RETIREMENT PLAN | RANDOLPH MA | 335 | $124.3M | $7.1M |
| 2 | KPFF, INC. KPFF, INC. 401K PLAN | SEATTLE WA | 1,349 | $219.6M | $4.2M |
| 3 | FAVORITE HEALTHCARE STAFFING LLC FAVORITE HEALTHCARE STAFFING 401(K) PLAN |
| 2,105 |
| $38.6M |
| $934K |
| 4 | COLUMBIA INTERNATIONAL UNIVERSITY COLUMBIA INTERNATIONAL UNIVERSITY 401(K) PLAN | COLUMBIA SC | 434 | $30.4M | $708K |
| 5 | TRUE NORTH MANAGEMENT, LLC TRUENORTH 401K PLAN | BRECKSVILLE OH | 928 | $30.1M | $373K |
| 6 | CENTRAARCHY RESTAURANT MANAGEMENT CORP VISION RETIREMENT PLAN | CHARLESTON SC | 620 | $13.1M | $327K |
| 7 | VANTAGE POINT SOLUTIONS, INC. VANTAGE POINT SOLUTIONS 401(K) PLAN | MITCHELL SD | 376 | $34.2M | $237K |
| 8 | EDMUND OPTICS, INC. EDMUND OPTICS, INC. 401(K) SAVINGS RETIREMENT PLAN | BARRINGTON NJ | 362 | $45.1M | $145K |
| 9 | MATOSANTOS COMMERCIAL CORP. MATOSANTOS COMMERCIAL CORP. CODA PROFIT SHARING RETIREMENT PLAN | VEGA BAJA PR | 86 | $3.2M | $21K |
