Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AMERICAN BALANCED FUND R5 MUTUAL FUNDS in their Schedule of Assets, totaling $26.9M 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 | CHEMED CORPORATION CHEMED/ROTO ROOTER SAVINGS & RETIREMENT PLAN | CINCINNATI OH | 3,782 | $371.1M | $26.9M |
