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 R5E Mutual fund in their Schedule of Assets, totaling $1.6M 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 | THE YELLOWSTONE BANK YELLOWSTONE BANK 401(K) PLAN | BILLINGS MT | 113 | $22.2M | $980K |
| 2 | DESIGN SYSTEMS, INC. DESIGN SYSTEMS, INC. PROFIT-SHARING AND RETIREMENT SAVINGS PLAN | FARMINGTON HILLS MI | 135 | $34.8M | $573K |
