Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Balanced n/a in their Schedule of Assets, totaling $1.5M 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 | ALCONA CITIZENS FOR HEALTH, INC. ALCONA CITIZENS FOR HEALTH, INC. 403(B) PLAN | ALPENA MI | 383 | $17.4M | $1.0M |
| 2 | COUNCIL FOR AFFORDABLE QUALITY HEALTHCARE, INC. CAQH 401(K) PLAN | WASHINGTON DC | 157 | $29.7M | $407K |
| 3 | HOLZER HEALTH SYSTEM HOLZER HEALTH SYSTEM 403B PLAN |
GALLIPOLIS OH |
| 2,800 |
| $88.7M |
| $51K |
