Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding s American Funds American Balanced Fund in their Schedule of Assets, totaling $54.7M 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 | EMCOR GROUP, INC. EMCOR GROUP, INC. 401(K) SAVINGS PLAN | NORWALK CT | 12,965 | $1.7B | $43.1M |
| 2 | GIBBS TECHNOLOGY COMPANY GIBBS TECHNOLOGY COMPANY EMPLOYEES SAVINGS TRUST | MARYLAND HEIGHTS MO | 310 | $27.0M | $2.4M |
| 3 | ENERVISE, INC. ENERVISE, INC. SAVINGS & INVESTMENT PLAN |
BLUE ASH OH |
| 112 |
| $8.9M |
| $1.4M |
| 4 | AMERICAN MITSUBA CORPORATION AMERICAN MITSUBA CORPORATION 401(K) PLAN | MT. PLEASANT MI | 567 | $58.1M | $1.2M |
| 5 | ROECHLING AUTOMOTIVE USA LLP ROECHLING AUTOMOTIVE USA LLP 401K PLAN | DUNCAN SC | 444 | $20.5M | $1.1M |
| 6 | EMCOR GROUP, INC. EMCOR GROUP, INC. AND SUBSIDIARIES UNION EMPLOYEES' 401(K) PLAN | NORWALK CT | 792 | $50.0M | $1.1M |
| 7 | SIFCO INDUSTRIES, INC. SIFCO INDUSTRIES, INC. EMPLOYEES' 401(K) PLAN | CLEVELAND OH | 146 | $19.3M | $1.0M |
| 8 | OWNERSEDGE, INC. OWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN | WAUKESHA WI | 324 | $24.7M | $929K |
| 9 | GENERAL JOHN J. PERSHING MEMORIAL HOSPITAL ASSOCIATION GENERAL JOHN J. PERSHING MEMORIAL HOSPITAL ASSOCIATION 403(B) PLAN | BROOKFIELD MO | 142 | $4.9M | $538K |
| 10 | SUNNYSIDE PRESBYTERIAN HOME SUNNYSIDE 401(K) AND RETIREMENT PLAN | HARRISONBURG VA | 665 | $18.0M | $523K |
