Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding AMERFUNDS AMER BALANCED - R5 in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COOPER INVESTORS, INC. COOPER INVESTORS, INC. 401(K) PLAN | WHITESTONE NY | 286 | $61.2M | $1.9M |
| 2 | VIRCO MFG. CORPORATION VIRCO MFG. CORPORATION 401K PLAN | TORRANCE CA | 758 | $63.8M | $1.1M |
| 3 | CAN CAPITAL INC. CAN CAPITAL, INC. 401(K) PLAN |
MARIETTA GA |
| 57 |
| $7.8M |
| $433K |
| 4 | THERAPY SOUTH, LLC THERAPY SOUTH, LLC 401(K) PLAN | BIRMINGHAM AL | 326 | $21.8M | $75K |
| 5 | JOON, LLC D/B/A/ AJIN USA AJIN USA 401(K) PLAN | CUSSETA AL | 384 | $10.2M | $20K |
