Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds American Funds Balanced in their Schedule of Assets, totaling $2.2M 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 | HOSPITALITY STAFFING INC. HOSPITALITY STAFFING 401K PLAN | CHICAGO IL | 3,799 | $11.7M | $726K |
| 2 | THE BELLEVUE HOSPITAL THE BELLEVUE HOSPITAL 401(K) PLAN | BELLEVUE OH | 345 | $50.9M | $456K |
| 3 | CALVERT INTERNAL MEDICINE GROUP, P.A. CALVERT INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN |
PRINCE FREDERICK MD |
| 123 |
| $42.0M |
| $446K |
| 4 | STERLING SPRING, L.L.C. STERLING SPRING, L.L.C. RETIREMENT PLAN | CHICAGO IL | 103 | $11.1M | $319K |
| 5 | ST. JOSEPH HOLDINGS, LLC ST. JOSEPH HOLDINGS, LLC 401(K) PLAN | BATON ROUGE LA | 1,525 | $11.6M | $159K |
| 6 | LITMANGERSON ASSOCIATES, LLP SALARY REDUCTION PLAN LITMANGERSON ASSOCIATES, LLP SALARY REDUCTION PLAN | WOBURN MA | 146 | $20.3M | $139K |
| 7 | CRANBROOK EDUCATIONAL COMMUNITY CRANBROOK EDUCATIONAL COMMUNITY SECTION 403(B) PLAN | BLOOMFIELD HILLS MI | 860 | $79.3M | $4K |
