Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AMER FUNDS AMERICAN BALANCED Mutual Fund in their Schedule of Assets, totaling $3.4M 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 | FS BRANDS, INC. FS BRANDS 401(K) PLAN | PLYMOUTH MA | 2,428 | $127.5M | $3.3M |
| 2 | LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN | PANAMA CITY FL | 238 | $4.0M | $42K |
| 3 | LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. |
PANAMA CITY FL |
| 202 |
| $4.4M |
| $22K |
