Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AM Fds American Balanced R5 Registered investment company in their Schedule of Assets, totaling $883K 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 | RANSOM EVERGLADES SCHOOL, INC. RANSOM EVERGLADES SCHOOL SECTION 403(B) RETIREMENT PLAN | MIAMI FL | 263 | $83.8M | $883K |
