Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s (held by Charles Schwab Trust Bank) American Funds American Balanced Fund in their Schedule of Assets, totaling $2.1M 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 | BALYASNY ASSET MANAGEMENT, L.P. BALYASNY ASSET MANAGEMENT 401(K) PLAN | CHICAGO IL | 1,393 | $263.0M | $1.8M |
| 2 | FLORIDA FAMILY INSURANCE SERVICES, LLC FLORIDA FAMILY INSURANCE 401(K) PLAN | JACKSONVILLE FL | 92 | $20.9M | $267K |
