Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Am Fds Am Bal R3 Fund in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMMUNITY ACTION OF NORTHEAST INDIANA, INC. DBA BRIGHTPOINT BRIGHTPOINT 403(B) PLAN | FORT WAYNE IN | 330 | $8.0M | $885K |
| 2 | G & L DAVIS MEAT CO., INC. G & L DAVIS MEAT CO. INC. 401(K) PLAN | SYRACUSE NY | 132 | $15.3M | $141K |
| 3 | AMERICAN JEWISH COMMITTEE AJC 403(B) RETIREMENT PLAN |
NEW YORK NY |
| 226 |
| $9.5M |
| $36K |
