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 in their Schedule of Assets, totaling $43K 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 | STRATA-G, LLC STRATA G PROFIT SHARING PLAN | KNOXVILLE TN | 308 | $32.5M | $25K |
| 2 | ENERGY AIR, INC. ENERGY AIR, INC. 401(K) PLAN | ORLANDO FL | 300 | $7.1M | $15K |
| 3 | CHLOETA HOLDINGS LLC CHLOETA RETIREMENT SAVINGS PLAN | OKLAHOMA CITY |
| 102 |
| $1.4M |
| $2K |
