Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Balanced A in their Schedule of Assets, totaling $6.7M 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 | PLUMBERS AND PIPEFITTERS LOCAL 553 PLUMBERS AND PIPEFITTERS LOCAL 553 SUPPLEMENTAL 401K RETIREMENT PLAN | EAST ALTON IL | 276 | $102.3M | $4.7M |
| 2 | WERNER CONSTRUCTION CO WERNER AFFILIATED COMPANIES EMPLOYEES SAVINGS TRUST | HASTINGS NE | 319 | $14.2M | $1.2M |
| 3 | COLBERT PACKAGING CORPORATION |
KENOSHA WI |
| 266 |
| $25.0M |
| $841K |
