Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Century Balanced Fund Mutual Fund in their Schedule of Assets, totaling $187K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 |