Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AF Balanced Mutual Fund in their Schedule of Assets, totaling $143K 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 | MCCARTHY-BUSH CORPORATION MCCARTHY - BUSH COMPANIES 401(K) PLAN | DAVENPORT IA | 204 | $33.7M | $125K |
| 2 | DILIGENT CORPORATION DILIGENT CORPORATION 401(K) PLAN | NEW YORK NY | 485 | $84.4M | $18K |
