Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding American Funds Global Balanced Fund " in their Schedule of Assets, totaling $2.9M 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 | FAMILY CENTERS INC. FAMILY CENTERS, INC. 403(B) PLAN | GREENWICH CT | 281 | $13.6M | $963K |
| 2 | AGENCY FOR COMMUNITY TRANSIT AGENCY FOR COMMUNITY TRANSIT 403B RETIREMENT PLAN | PONTOON BEACH IL | 129 | $18.4M | $736K |
| 3 | PREMIER PACKAGING, LLC PREMIER PACKAGING, LLC 401(K) PLAN |
LOUISVILLE KY |
| 814 |
| $35.3M |
| $208K |
| 4 | MILESTONE, INC. MILESTONE, INC. RETIREMENT PLAN | LOVES PARK IL | 450 | $10.2M | $201K |
| 5 | CUMBERLAND FAMILY MEDICAL CENTER CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN | BURKESVILLE KY | 972 | $59.7M | $154K |
| 6 | SLK AMERICA INC. SLK AMERICA INC. 401(K) PLAN | CINCINNATI OH | 320 | $8.0M | $121K |
| 7 | TECHNICAL ENGINEERING CONSULTANTS TECHNICAL ENGINEERING CONSULTANTS 401(K) | TROY MI | 1,333 | $6.0M | $113K |
| 8 | HARTFORD HEALTHCARE CORPORATION HARTFORD HEALTHCARE 403(B) PLAN | FARMINGTON CT | 4,589 | $665.8M | $92K |
| 9 | THOMAS M COOLEY LAW SCHOOL THOMAS M COOLEY LAW SCHOOL 403(B) TAX SHELTERED RETIREMENT PLAN | LANSING MI | 107 | $65.0M | $74K |
| 10 | ZYWAVE, INC. ZYWAVE 401(K) PLAN | MILWAUKEE WI | 545 | $66.0M | $59K |
