Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Balanced Fund Class R-5E Mutual Fund in their Schedule of Assets, totaling $1.7M 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 | WORLD SHIPPING, INC. THE WORLD GROUP SAVINGS AND INVESTMENT PLAN | CLEVELAND OH | 967 | $46.6M | $1.5M |
| 2 | SALVAGNINI AMERICA, INC. SALVAGNINI AMERICA 401(K) PLAN | HAMILTON OH | 150 | $15.2M | $221K |
