Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Balanced Fund R5 # in their Schedule of Assets, totaling $5.9M 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 | THE PINGRY CORPORATION THE PINGRY CORPORATION DEFINED CONTRIBUTION PLAN | BASKING RIDGE NJ | 124 | $80.7M | $1.8M |
| 2 | THE PINGRY CORPORATION PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN | BASKING RIDGE NJ | 337 | $54.4M | $1.6M |
| 3 | TOBII DYNAVOX LLC TOBII DYNAVOX RETIREMENT SAVINGS PLAN |
PITTSBURGH PA |
| 461 |
| $50.1M |
| $1.2M |
| 4 | WEBB-MASON, LLC WEBB-MASON, LLC. 401(K) PROFIT SHARING PLAN | HUNT VALLEY MD | 307 | $27.0M | $676K |
| 5 | I.D. IMAGES, LLC I.D. IMAGES LLC RETIREMENT PLAN | BRUNSWICK OH | 328 | $17.2M | $447K |
| 6 | JONI AND FRIENDS JONI AND FRIENDS 401(K) PLAN | AGOURA HILLS CA | 236 | $6.0M | $175K |
