Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds AMERICAN BALANCED R5E in their Schedule of Assets, totaling $3.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DYERSVILLE READY MIX, INC. BARD MATERIALS 401(K) PLAN | DYERSVILLE IA | 266 | $37.8M | $3.0M |
| 2 | FORTRESS INFORMATION SECURITY, LLC FORTRESS INFORMATION SECURITY, LLC 401(K) PROFIT SHARING PLAN | ORLANDO FL | 202 | $7.2M | $13K |
