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 funds in their Schedule of Assets, totaling $3.1M 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 | FAMILY HEALTH NETWORK OF CENTRAL NEW YORK FAMILY HEALTH NETWORK OF CENTRAL NEW YORK 401(K) PROFIT SHARING PLAN | HOMER NY | 118 | $5.0M | $1.8M |
| 2 | AGESPAN, INC. AGESPAN, INC. TAX SHELTERED ANNUITY | LAWRENCE MA | 543 | $33.5M | $631K |
| 3 | COORDINATED CARE SERVICES, INC |
ROCHESTER NY |
| 459 |
| $30.3M |
| $443K |
| 4 | KAISERAIR, INC. KAISERAIR, INC. SAVINGS AND PROFIT SHARING PLAN | OAKLAND CA | 157 | $25.8M | $109K |
| 5 | SPAGNOLO/GISNESS & ASSOCIATES, INC. SPAGNOLO/GISNESS & ASSOCIATES, INC 401(K) PROFIT SHARING PLAN | BOSTON MA | 44 | $10.2M | $97K |
| 6 | HOME CAREGIVERS PARTNERSHIP LLC CANYON & RED ROCK 401(K) PLAN | SALT LAKE CITY UT | 1,244 | $3.6M | $25K |
