Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AF Balanced Fund R3 Mutual Fund in their Schedule of Assets, totaling $1.3M 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 | COLUMBINE MANAGEMENT SERVICES COLUMBINE MANAGEMENT SERVICES INC. 401(K) RETIREMENT PLAN AND TRUST | FORT COLLINS CO | 1,341 | $32.5M | $841K |
| 2 | BEVILACQUA RESEARCH CORPORATION BEVILACQUA RESEARCH CORPORATION 401(K) PLAN AND TRUST | HUNTSVILLE AL | 131 | $24.7M | $453K |
