Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds AM Balanced R3 in their Schedule of Assets, totaling $904K 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 | TITUS-WILL TITUS-WILL RETIREMENT SAVINGS PLAN | TACOMA WA | 512 | $37.1M | $879K |
| 2 | LEGAL ACTION OF WISCONSIN, INC. LEGAL ACTION OF WISCONSIN, INC. 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 127 | $8.0M | $25K |
