Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Balanced Fund Mutual fund in their Schedule of Assets, totaling $4.9M 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 | HIGHLAND TANK AND MANUFACTURING COMPANY HIGHLAND TANK RETIREMENT PLAN | STOYSTOWN PA | 365 | $38.2M | $2.4M |
| 2 | UNIVERSITY OF SOUTHERN CALIFORNIA KECK MEDICINE OF USC 401(K) RETIREMENT PLAN | LOS ANGELES CA | 5,635 | $186.1M | $2.3M |
| 3 | XENON ARC, INC. XENON ARC, INC. 401(K) RETIREMENT PLAN |
BELLEVUE WA |
| 140 |
| $7.7M |
| $61K |
| 4 | JIM N NICKS MANAGEMENT LLC JIM N NICKS 401(K) PLAN | BIRMINGHAM AL | 5,739 | $7.7M | $32K |
| 5 | PAN COMMUNICATIONS, INC. PAN COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN & TRUST | BOSTON MA | 191 | $21.0M | $17K |
