Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Global Balanced Fund-A in their Schedule of Assets, totaling $45K 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 | TRINITY CHRISTIAN ACADEMY TRINITY CHRISTIAN ACADEMY 403(B) PLAN | ADDISON TX | 272 | $14.5M | $42K |
| 2 | ALBUQUERQUE HEALTH CARE FOR THE HOMELESS, INC. ALBUQUERQUE HEALTH CARE FOR THE HOMELESS 403(B) RETIREMENT PLAN | ALBUQUERQUE NM | 89 | $2.9M | $3K |
