Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AEGON Balanced Ret Opt Mutual Fund - in their Schedule of Assets, totaling $3.5M 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 | AGUA CALIENTE BAND OF CAHUILLA INDIANS AGUA CALIENTE BAND OF CAHUILLA INDIANS/SPA HOTEL & CASINO 401(K) PLAN | PALM SPRINGS CA | 3,078 | $98.8M | $3.4M |
| 2 | THE NEW EQUATION LIMITED LIABILITY COMPANY DBA SEER INTERACTIVE SEER TEAM RETIREMENT PLAN | PHILADELPHIA PA | 159 | $11.0M | $25K |
