Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Balanced Fund n/a in their Schedule of Assets, totaling $14.4M 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 | UNIVERSAL SERVICES OF AMERICA ALLIED UNIVERSAL 401(K) PLAN | SANTA ANA CA | 249,560 | $497.9M | $12.8M |
| 2 | SOURCEAMERICA SOURCEAMERICA TAX DEFERRED ANNUITY PLAN | VIENNA VA | 425 | $135.1M | $1.6M |
| 3 | DESIGNWORKS INVESTMENTS, LLC DESIGNWORKS COLLECTIVE 401(K) PLAN) |
NASHVILLE TN |
| 154 |
| $3.9M |
| $18K |
