Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds American Balanced Fund-R3 in their Schedule of Assets, totaling $2.4M 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 | EVANS TRANSPORTATION EVANS TRANSPORTATION SERVICES 401(K) PROFIT SHARING PLAN | DELAFIELD WI | 132 | $12.0M | $715K |
| 2 | STRATEGIC RESOURCES, INC. STRATEGIC RESOURCES, INC.401(K) PROFIT SHARING PLAN | VIENNA VA | 460 | $4.7M | $647K |
| 3 | HAM, LANGSTON & BREZINA, LLP |
HOUSTON TX |
| 99 |
| $12.0M |
| $424K |
| 4 | ROCKY MOUNTAIN DEVELOPMENT COUNCIL, INC. ROCKY MOUNTAIN DEVELOPMENT COUNCIL RETIREMENT PLAN AND TRUST | HELENA MT | 119 | $4.3M | $172K |
| 5 | PALACIOS MARINE AND INDUSTRIAL COATINGS, INC. PALACIOS MARINE AND INDUSTRIAL COATINGS 401(K) PLAN | PALACIOS TX | 1,343 | $5.1M | $113K |
| 6 | EXODUS GLOBAL, LLC EXODUS GLOBAL, LLC 401(K) PLAN | SUPERIOR WI | 137 | $6.8M | $105K |
| 7 | INSIGHTS TRAINING GROUP, LLC INSIGHTS 401(K) RETIREMENT PLAN | MARION VA | 229 | $2.5M | $103K |
| 8 | BURGERWORKS TEXAS, LLC BURGERWORKS TEXAS, LLC RETIREMENT SAVINGS PLAN | LUFKIN TX | 225 | $2.6M | $81K |
| 9 | TOTAL ACTION AGAINST POVERTY IN ROANOKE VALLEY, INC. TOTAL ACTION AGAINST POVERTY IN ROANOKE VALLEY, INC. RETIREMENT AND 401(K) SAVINGS PLAN | ROANOKE VA | 242 | $6.1M | $56K |
| 10 | JASPER COUNTY SHELTERED FACILITIES ASSOCIATION, INC. COMMUNITY SUPPORT SERVICES OF MISSOURI 403(B) PLAN | JOPLIN MO | 338 | $2.6M | $9K |
