Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Balanced Fund Mutual fund n/a in their Schedule of Assets, totaling $7.1M 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 | IVANTI, INC. IVANTI INC. 401(K) PLAN | SOUTH JORDAN UT | 930 | $216.4M | $3.4M |
| 2 | GREEN VALLEY CORPORATION GREEN VALLEY CORPORATION 401K PROFIT SHARING PLAN | SAN JOSE CA | 68 | $31.0M | $1.7M |
| 3 | SOLUTIONS BEHAVIORAL HEALTHCARE PROFESSIONALS - CENTRAL SOLUTIONS 401(K) PLAN- CENTRAL LOCATION I |
MOORHEAD MN |
| 298 |
| $8.4M |
| $1.0M |
| 4 | INSOURCE SERVICES, INC. INSOURCE SERVICES 401(K) PROFIT SHARING PLAN | WELLESLEY MA | 155 | $10.5M | $492K |
| 5 | GLOBAL COMMUNITIES GLOBAL COMMUNITIES 401(K) PROFIT SHARING PLAN | BETHESDA MD | 174 | $42.7M | $393K |
| 6 | CARRIER ACCESS INC. CARRIER ACCESS 401(K) PLAN | CLIVE IA | 66 | $6.4M | $92K |
