Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Am Funds Am Balanced R4 Fund in their Schedule of Assets, totaling $16.3M 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 | AMERICAN COLLEGE OF EMERGENCY PHYSICIANS AMERICAN COLLEGE OF EMERGENCY PHYSICIANS 401(K) PS PLAN | IRVING TX | 139 | $42.5M | $8.6M |
| 2 | ROPPE CORPORATION ROPPE HOLDING COMPANY 401(K) PLAN | FOSTORIA OH | 693 | $66.8M | $6.8M |
| 3 | THE HOUSTONIAN CAMPUS, LLC THE HOUSTONIAN 401(K) PLAN |
HOUSTON TX |
| 591 |
| $53.9M |
| $739K |
| 4 | CASK NX LLC CASK NX LLC 401(K) PLAN | SAN DIEGO CA | 262 | $24.9M | $70K |
| 5 | OHIO COUNTY HOSPITAL OHIO COUNTY HOSPITAL TAX DEFERRED ANNUITY RETIREMENT PLAN | HARTFORD KY | 703 | $19.5M | $42K |
| 6 | ALLIANCE MEDICAL PRODUCTS, INC. ALLIANCE MEDICAL PRODUCTS, INC. 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 186 | $12.0M | $21K |
