Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding AMERICAN BALANCED R2E in their Schedule of Assets, totaling $798K 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 | 3SHAPE, INC. 3SHAPE, INC. 401(K) PLAN | NEW PROVIDENCE NJ | 70 | $7.0M | $373K |
| 2 | THE ONE 23 GROUP THE ONE 23 GROUP 401(K) PLAN | HERNDON VA | 122 | $3.7M | $115K |
| 3 | TATA ELXSI LTD TATA ELXSI 401(K) PLAN | TROY MI | 275 | $4.7M | $94K |
| 4 | STRATOSPHERE QUALITY, LLC STRATOSPHERE QUALITY, LLC 401K PLAN | FISHERS IN | 1,204 | $12.1M | $91K |
| 5 | 127 GROUP, LLC 127 GROUP 401K PLAN | PALM BEACH GARDENS FL | 273 | $3.8M | $27K |
| 6 | HCP FINANCIAL AND MANAGEMENT SER HCP FINANCIAL AND MANAGEMENT SERVICES 401(K) PLAN | ROLLING MEADOWS IL | 1,630 | $10.1M | $24K |
| 7 | WOONSOCKET HEALTH CENTER WOONSOCKET HEALTH CENTRE 401(K) PROFIT SHARING PLAN | WOONSOCKET RI | 172 | $4.1M | $17K |
| 8 | OAKLAND INTEGRATED HEALTHCARE NE OAKLAND INTEGRATED HEALTHCARE NETWORK 401K PLAN & TRUST | PONTIAC MI | 152 | $7.4M | $13K |
| 9 | SEE, INC. SEE, INC. 401(K) PLAN | SOUTHFIELD MI | 166 | $2.6M | $11K |
| 10 | J.R. VINAGRO CORPORATION J.R. VINAGRO CORPORATION 401 (K) PROFIT SHARING PLAN & TRUST | JOHNSTON RI | 382 | $5.9M | $11K |
