Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Capital Group American Balanced Fund in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FAIR HEALTH, INC. FAIR HEALTH, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 111 | $21.3M | $1.1M |
| 2 | PALMETTO CORP OF CONWAY PALMETTO CORP OF CONWAY 401(K) PLAN | CONWAY SC | 779 | $11.0M | $130K |
| 3 | PINE INSTRUMENT COMPANY PINE INSTRUMENT COMPANY 401(K) PROFIT SHARING PLAN |
GROVE CITY PA |
| 96 |
| $19.6M |
| $20K |
| 4 | C.R. PHARMACY SERVICE, INC. RAYSER HOLDINGS, INC. 401(K) RETIREMENT PLAN | CEDAR RAPIDS IA | 133 | $9.1M | $11K |
