Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds Balanced Pooled separate account in their Schedule of Assets, totaling $2.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BERING AIR, INC. BERING AIR, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NOME AK | 169 | $15.6M | $726K |
| 2 | PATEL, GREENE & ASSOCIATES, LLC PATEL, GREENE & ASSOCIATES, LLC 401(K) PLAN | TEMPLE TERRACE FL | 154 | $12.4M | $704K |
| 3 | KENNEBEC BEHAVIORAL HEALTH KENNEBEC BEHAVIORAL HEALTH 403(B) PLAN |
WATERVILLE ME |
| 488 |
| $22.8M |
| $522K |
| 4 | ARENA EVENT SERVICES ARENA EVENT SERVICES SAVINGS PLAN | OAK CREEK WI | 370 | $8.2M | $184K |
| 5 | BENETRENDS, INC. BENETRENDS, INC. PROFIT SHARING PLAN AND TRUST | LANSDALE PA | 109 | $6.0M | $95K |
| 6 | SCADA PRODUCTS, LLC SCADA PRODUCTS, LLC 401(K) PLAN | DENVER CO | 329 | $7.9M | $85K |
| 7 | HOMETOWN PIZZA, INC. HOMETOWN PIZZA, INC. 401(K) PROFIT SHARING PLAN & TRUST | LAGRANGE KY | 92 | $1.3M | $20K |
| 8 | INSTITUTE FOR APPLIED BEHAVIOR ANALYSIS CORP. IABA SALARY SAVINGS PLAN | LOS ANGELES CA | 268 | $5.2M | $5K |
