Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Blncd Ret Opt in their Schedule of Assets, totaling $415K 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 | KENOSHA ACHIEVEMENT CENTER, INC. KENOSHA ACHIEVEMENT CENTER, INC. EMPLOYEES' PROFIT SHARING TRUST | KENOSHA WI | 92 | $4.2M | $231K |
| 2 | COMMERCIAL SEWING, INC. COMMERCIAL SEWING, INC.EMPLOYEE SAVINGS AND RETIREMENT PLAN | TORRINGTON CT | 144 | $10.8M | $179K |
| 3 | ROTOLO CONSULTANTS, INC. |
SLIDELL LA |
| 394 |
| $10.4M |
| $5K |
