Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Balanced Fund Class R3 Mutual Fund in their Schedule of Assets, totaling $66K 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 | POLY-MED, INC. POLY-MED, INC. 401(K) RETIREMENT PLAN | ANDERSON SC | 209 | $10.2M | $66K |
