Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds Balanced Ret Opt Pooled separate account ‐ $ in their Schedule of Assets, totaling $4.7M 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 | NAUTILUS INTERNATIONAL HOLDING CORPORATION NAUTILUS INTERNATIONAL HOLDING CORPORATION 401(K) PLAN | LONG BEACH CA | 357 | $17.7M | $1.7M |
| 2 | DELAWARE CLAIMS PROCESSING FACILITY, LLC. DELAWARE CLAIMS PROCESSING FACILITY, LLC. 401K PLAN | WILMINGTON DE | 230 | $35.6M | $783K |
| 3 | GORILLA CIRCUITS |
SAN JOSE CA |
| 279 |
| $16.2M |
| $713K |
| 4 | MCDOUGALL AND SONS, INC. MCDOUGALL AND SONS, INC. RETIREMENT PLAN | WENATCHEE WA | 866 | $29.3M | $635K |
| 5 | KRIEGEL HOLDING COMPANY, INC. KRIEGEL HOLDING COMPANY, INC. 401(K) PLAN | VAN WERT OH | 195 | $8.0M | $278K |
| 6 | VOXTUR ANALYTICS US CORP. VOXTUR ANALYTICS US CORP. 401(K) PLAN | TAMPA FL | 90 | $8.2M | $230K |
| 7 | KENNIES MARKETS, INC. KENNIES MARKETS, INC. 401K PLAN | LITTLESTOWN PA | 155 | $3.6M | $198K |
| 8 | ROUND ROCK BASEBALL CLUB, LP THE ROUND ROCK BASEBALL CLUB EMPLOYEES 401(K) PLAN | ROUND ROCK TX | 194 | $5.9M | $80K |
| 9 | HOME PARAMOUNT PEST CONTROL COMPANY HOME PARAMOUNT PEST CONTROL COMPANY EMPLOYEES RETIREMENT SAVINGS PLAN | FOREST HILL MD | 469 | $10.5M | $37K |
| 10 | HAWKE MEDIA, LLC HAWKE MEDIA, LLC 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 181 | $3.6M | $4K |
