Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Balanced Fund R-5E in their Schedule of Assets, totaling $8.4M 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 | CENTRASTATE HEALTHCARE SYSTEM CENTRASTATE HEALTHCARE SYSTEM RETIREMENT PLAN | FREEHOLD NJ | 2,612 | $111.7M | $8.1M |
| 2 | TWG BRL, LLC DBA BIG RED LIQUORS BIG RED LIQUORS RETIREMENT PLAN | INDIANAPOLIS IN | 269 | $6.0M | $373K |
