Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds American Balanced R5E in their Schedule of Assets, totaling $4.3M 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 | PERSTORP HOLDING (U.S.) INC. THE PERSTORP 401(K) RETIREMENT PLAN | TOLEDO OH | 131 | $18.8M | $4.0M |
| 2 | GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EMPLOYEE MONEY ACCUMULATION PLAN | MILWAUKEE WI | 1,996 | $55.4M | $320K |
