Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American Balanced Fund R5E 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 | SANDY ALEXANDER, INC. SANDY ALEXANDER, INC. RETIREMENT SAVINGS PLAN | CLIFTON NJ | 312 | $31.3M | $5.9M |
| 2 | DAVIS & ELKINS COLLEGE DAVIS & ELKINS COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | ELKINS WV | 174 | $25.0M | $314K |
| 3 | MISSOURI STAR QUILT COMPANY |
HAMILTON MO |
| 292 |
| $5.6M |
| $241K |
| 4 | STRATA ONCOLOGY, INC. STRATA ONCOLOGY, INC. SAFE HARBOR 401(K) PLAN | NORTHVILLE MI | 32 | $4.5M | $178K |
| 5 | NORTHPOINT RECOVERY HOLDINGS LLC NORTHPOINT RECOVERY HOLDINGS PROFIT SHARING/401(K) PLAN | MERIDIAN ID | 353 | $2.6M | $150K |
