Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Century Balanced Fund Mutual fund in their Schedule of Assets, totaling $193K 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 | HOPE COLLEGE HOPE COLLEGE INVEST PLAN | HOLLAND MI | 1,101 | $207.5M | $93K |
| 2 | PATHFINDER INTERNATIONAL PATHFINDER INTERNATIONAL RETIREMENT PLAN | WASHINGTON DC | 67 | $31.9M | $93K |
| 3 | THE POLO CLUB OF BOCA RATON, POA, INC. THE POLO CLUB OF BOCA RATON, POA, INC. 401(K) PROFIT SHARING PLAN |
BOCA RATON FL |
| 278 |
| $10.8M |
| $7K |
