Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s American Funds American Balanced in their Schedule of Assets, totaling $327K 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 | ASSOCIATED GROCERS OF THE SOUTH, INC. ASSOCIATED GROCERS OF THE SOUTH 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 195 | $10.9M | $277K |
| 2 | CIRKS CONSTRUCTION, INC. CIRKS CONSTRUCTION, INC. 401(K) PLAN | ORANGE CA | 375 | $11.9M | $50K |
