Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Balanced Fund R4 in their Schedule of Assets, totaling $26.3M 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 | SIU PHYSICIANS & SURGEONS SIU P & S RETIREMENT PLAN | SPRINGFIELD IL | 265 | $112.6M | $26.2M |
| 2 | DETROIT MANUFACTURING SYSTEMS, LLC DETROIT MANUFACTURING SYSTEMS, LLC SALARIED 401(K) PLAN | DETROIT MI | 329 | $13.6M | $116K |
