Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding The American Funds American Balanced Fund " in their Schedule of Assets, totaling $16.6M 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 | SP PLUS CORPORATION SP+ 401(K) SAVINGS PLAN | CHICAGO IL | 13,164 | $202.6M | $7.9M |
| 2 | NEW BELGIUM BREWING COMPANY, INC. NEW BELGIUM BREWING COMPANY, INC. 401(K) PLAN | FORT COLLINS CO | 1,334 | $197.1M | $5.1M |
| 3 | EATING RECOVERY CENTER LLC EATING RECOVERY CENTER 401(K) PLAN |
DENVER CO |
| 2,010 |
| $85.8M |
| $1.8M |
| 4 | SYNERGY FLAVORS INC SYNERGY FLAVORS, INC. 401(K) PROFIT SHARING PLAN | WAUCONDA IL | 374 | $38.5M | $1.2M |
| 5 | DATACOR, INC. DATACOR, INC. 401(K) PLAN | FLORHAM PARK NJ | 275 | $51.7M | $474K |
| 6 | COA, INC. DBA COASTER COMPANY OF AMERICA COASTER COMPANY RETIREMENT SAVINGS PLAN | SANTA FE SPRINGS CA | 294 | $31.6M | $213K |
| 7 | ROUND ONE ENTERTAINMENT INC. ROUND ONE ENTERTAINMENT 401(K) PLAN | BREA CA | 1,419 | $4.2M | $33K |
| 8 | LAKES REGION COMMUNITY SERVICES COUNCIL LAKES REGION COMMUNITY SERVICES COUNCIL 403(B) PLAN | LACONIA NH | 313 | $6.2M | $27K |
