Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Global Balanced R6 Mutual Funds in their Schedule of Assets, totaling $2.8M 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 | SHEPHERD INSURANCE, LLC SHEPHERD INSURANCE, LLC 401(K) PLAN | CARMEL IN | 532 | $55.7M | $2.3M |
| 2 | UNITED STATES ANTI-DOPING AGENCY UNITED STATES ANTI-DOPING AGENCY 401(K) PLAN | COLORADO SPRINGS CO | 120 | $12.2M | $252K |
| 3 | CONSOLIDATED CATFISH COMPANIES, LLC COUNTRY SELECT CATFISH 401(K) PLAN |
ISOLA MS |
| 142 |
| $11.9M |
| $232K |
