Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds AF balanced in their Schedule of Assets, totaling $6.8M 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 | PPW AERO BUYER, INC. D/B/A PURSUIT AEROSPACE PURSUIT AEROSPACE 401(K) PLAN | EASTFORD CT | 1,803 | $153.4M | $3.9M |
| 2 | WHITCRAFT LLC WHITCRAFT LLC 401(K) PLAN | EASTFORD CT | 1,691 | $75.4M | $2.4M |
| 3 | APELLA HEALTH MANAGEMENT, INC. APELLA HEALTH MANAGEMENT, INC. RETIREMENT SAVINGS PLAN |
SPARTANBURG SC |
| 7,010 |
| $167.6M |
| $380K |
