Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds American Funds American Balanced R5 in their Schedule of Assets, totaling $6.3M 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 | GRACE HEBERT CURTIS ARCHITECTS, LLC GRACE HEBERT CURTIS ARCHITECTS, LLC | BATON ROUGE LA | 390 | $29.3M | $2.0M |
| 2 | THE WAY INTERNATIONAL THE WAY INTERNATIONAL 401(K) SAVINGS PLAN | NEW KNOXVILLE OH | 268 | $16.2M | $1.9M |
| 3 | CHELSEA MILLING COMPANY CHELSEA MILLING COMPANY, CHELSEA MILLING DIVISION, DEFINED CONTRIBUTION PLAN |
CHELSEA MI |
| 342 |
| $49.8M |
| $1.3M |
| 4 | RUBICON TECHNOLOGIES, LLC RUBICON TECHNOLOGIES, LLC 401(K) PLAN | ATLANTA GA | 248 | $14.3M | $529K |
| 5 | THOMAS, BENNETT & HUNTER, INC. THOMAS, BENNETT & HUNTER, INC. EMPLOYEE PROFIT SHARING PLAN | WESTMINSTER MD | 106 | $22.1M | $319K |
| 6 | BRYLIN HOSPITALS, INC. BRYLIN HOSPITALS, INC. RETIREMENT SAVINGS PLAN | BUFFALO NY | 183 | $6.6M | $150K |
| 7 | SAV-MORE DRUG, LLC SAV-MORE DRUG, LLC 401(K) PLAN | TYLER TX | 137 | $9.7M | $98K |
| 8 | THE JFW CORPORATION THE JFW CORPORATION 401(K) PLAN | COMMERCE CITY CO | 143 | $2.8M | $3K |
