Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding 1919 Socially Responsive Balanced Fund # in their Schedule of Assets, totaling $4.1M 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 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $2.2M |
| 2 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN | SAN FRANCISCO CA | 561 | $62.7M | $1.7M |
| 3 | OAK VIEW GROUP, LLC |
PHILADELPHIA PA |
| 49,999 |
| $176.1M |
| $130K |
| 4 | OAK VIEW GROUP LLC OAK VIEW GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | DENVER CO | 1 | $10.6M | $65K |
