Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Balanced Fund – R5 Mutual Fund in their Schedule of Assets, totaling $6.3M 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 | PYA, P.C. PYA, P.C. 401K PLAN | KNOXVILLE TN | 211 | $40.0M | $5.2M |
| 2 | TBI AIRPORT MANAGEMENT, INC. TBI AIRPORT MANAGEMENT, INC. EMPLOYEE SAVINGS PLAN | ATLANTA GA | 464 | $36.8M | $673K |
| 3 | CLOVERNOOK CENTER FOR THE BLIND AND VISUALLY IMPAIRED CLOVERNOOK CENTER FOR THE BLIND RETIREMENT SAVINGS PLAN |
CINCINNATI OH |
| 89 |
| $7.5M |
| $434K |
