Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Transamerica Financial Life Insurance Company American Funds Blncd Ret Acct in their Schedule of Assets, totaling $1.9M 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 | NIPPON SHOKUBAI AMERICA INDUSTRIES, INC. NIPPON SHOKUBAI AMERICA INDUSTRIES, INC. RETIREMENT AND 401(K) SAVINGS PLAN | CHATTANOOGA TN | 134 | $16.5M | $571K |
| 2 | BALL ENTERPRISES INC BALL ENTERPRISES INC 401(K) PLAN | IDAHO FALLS ID | 826 | $4.2M | $448K |
| 3 | FERREIRA CONSTRUCTION CO., INC. |
BRANCHBURG NJ |
| 594 |
| $38.6M |
| $440K |
| 4 | BROWN'S OF BELLPORT, INC. BROWN'S OF BELLPORT 401(K) PLAN | PATCHOGUE NY | 71 | $7.2M | $440K |
