Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds Balanced - in their Schedule of Assets, totaling $82.5M 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 BRITISH EMBASSY THE BRITISH EMBASSY 401(K) PLAN | WASHINGTON DC | 517 | $46.5M | $30.0M |
| 2 | TUTOR PERINI CORPORATION TUTOR PERINI 401(K) RETIREMENT SAVINGS PLAN | SYLMAR CA | 3,033 | $471.1M | $20.2M |
| 3 | PERMOBIL, INC PERMOBIL, INC. 401(K) PROFIT SHARING AND TRUST |
LEBANON TN |
| 1,069 |
| $82.9M |
| $9.9M |
| 4 | BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP PROFIT SHARING PLAN | MIAMI FL | 381 | $56.9M | $9.2M |
| 5 | BOARD OF TRUSTEES PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL | COLLINSVILLE IL | 139 | $23.6M | $7.6M |
| 6 | MORRIS JAMES LLP MORRIS JAMES LLP RETIREMENT PLAN | WILMINGTON DE | 162 | $69.0M | $2.1M |
| 7 | RADIUS HOLDINGS LLC RADIUS GLOBAL SOLUTIONS 401(K) PLAN | AMBLER PA | 727 | $19.7M | $937K |
| 8 | HEREFORD INSURANCE COMPANY HEREFORD INSURANCE COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | LONG ISLAND CITY NY | 241 | $15.6M | $666K |
| 9 | TOM NEHL TRUCK COMPANY TOM NEHL TRUCK COMPANY EMPLOYEES 401K | JACKSONVILLE FL | 256 | $16.9M | $511K |
| 10 | EVANS & ASSOCIATES ENTERPRISES, INC EVANS & ASSOCIATES ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | PONCA CITY OK | 167 | $13.5M | $356K |
