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 R2 - in their Schedule of Assets, totaling $1.1M 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 | UNIVERSITY OF IOWA COMMUNITY MEDICAL SERVICES, LLC UNIVERSITY OF IOWA COMMUNITY MEDICAL SERVICES, LLC 401(K) PLAN | CORALVILLE IA | 82 | $9.3M | $589K |
| 2 | HEIGHTS CHRISTIAN SCHOOLS HEIGHTS CHRISTIAN SCHOOL 403(B) PLAN | LA HABRA HEIGHTS CA | 247 | $7.4M | $466K |
| 3 | CALDWELL MEDICAL CENTER |
PRINCETON KY |
| 245 |
| $5.0M |
| $26K |
| 4 | VOSGES HOLDINGS, LLC VOSGES, LTD. 401K PROFIT SHARING PLAN | CHICAGO IL | 65 | $1.2M | $14K |
| 5 | INTERNATIONAL CONVEYOR AND RUBBER, LLC INTERNATIONAL CONVEYOR AND RUBBER, LLC 401(K) PLAN | BLAIRSVILLE PA | 0 | $0 | $5K |
