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 in their Schedule of Assets, totaling $741K 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 | MILLER ZELL INC. MILLER ZELL INC. 401(K) RETIREMENT PLAN | ATLANTA GA | 298 | $51.1M | $413K |
| 2 | GENPAK LLC GENPAK 401(K) PLAN | CHARLOTTE NC | 1,255 | $86.8M | $328K |
