Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Global Balanced Fund R6 in their Schedule of Assets, totaling $2.2M 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 | NAVITUS HEALTH SOLUTIONS, LLC NAVITUS HEALTH SOLUTIONS, LLC RETIREMENT PLAN | MADISON WI | 1,918 | $145.1M | $2.0M |
| 2 | NORTHEAST OHIO NEIGHBORHOOD HEALTH SERVICES INC NORTHEAST OHIO NEIGHBORHOOD HEALTH SERVICES, INC. TAX SHELTERED ANNUITY PLAN | CLEVELAND OH | 180 | $11.9M | $118K |
| 3 | CUMBERLAND HEIGHTS FOUNDATION, INC. |
NASHVILLE TN |
| 364 |
| $14.8M |
| $53K |
| 4 | AMERICA'S CREDIT UNION, A FEDERAL CREDIT UNION AMERICAS CREDIT UNION, A FEDERAL CREDIT UNION 401(K) SAVINGS PLAN | DUPONT WA | 158 | $15.4M | $30K |
