American Funds Blncd RET OPT
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 27 retirement plans report an interest in this investment, totaling $5.0M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
27
Reported interest (EOY)
$5.0M
Data source
DOL Form 5500 · Schedule D
Plans holding American Funds Blncd RET OPTranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | THE BRITISH EMBASSY THE BRITISH EMBASSY 401(K) PLAN | WASHINGTON DC | 517 | $46.5M | $1.9M |
| 2 | BCI, INC. 401(K) PROFIT SHARING PLAN BCI, INC. 401(K) PROFIT SHARING PLAN | WINDSOR CT | 152 | $6.5M | $692K |
| 3 | TRUENORTH COMPANIES, L.C. TRUENORTH COMPANIES, L.C. 401K PLAN | CEDAR RAPIDS IA | 331 | $62.5M | $653K |
| 4 | KENOSHA ACHIEVEMENT CENTER, INC. KENOSHA ACHIEVEMENT CENTER, INC. EMPLOYEES' PROFIT SHARING TRUST | KENOSHA WI | 92 | $4.2M | $231K |
| 5 | PROVIDENCE HOSPITALITY PARTNERS LLC PROVIDENCE HOSPITALITY PARTNERS 401(K) PLAN | DENVER CO | 434 | $2.7M | $225K |
| 6 | KENNIES MARKETS, INC. KENNIES MARKETS, INC. 401K PLAN | LITTLESTOWN PA | 155 | $3.6M | $198K |
| 7 | NORTHWESTERN PLASTICS, LTD. DBA INDUSTRIAL SERVICES CORP. INDUSTRIAL SERVICES CORP. EMPLOYEE 401(K) PLAN | BURLINGTON IA | 143 | $4.6M | $193K |
| 8 | 20/20 CUSTOM MOLDED PLASTICS, LLC 20/20 CUSTOM MOLDED PLASTICS, LLC 401(K) PROFIT SHARING PLAN | HOLIDAY CITY OH | 480 | $4.5M | $192K |
| 9 | COMMERCIAL SEWING, INC. COMMERCIAL SEWING, INC.EMPLOYEE SAVINGS AND RETIREMENT PLAN | TORRINGTON CT | 144 | $10.8M | $179K |
| 10 | MCCOURT EQUIPMENT MCCOURT EQUIPMENT SAFE HARBOR 401K PLAN | LA GRANGE TX | 158 | $9.3M | $137K |
See all 27 plans holding American Funds Blncd RET OPT
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