Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Balanced Fund in their Schedule of Assets, totaling $14.8M 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 | OLD SECOND BANCORP, INC. OLD SECOND BANCORP, INC. EMPLOYEES' 401(K) SAVINGS PLAN & TRUST | AURORA IL | 883 | $101.6M | $8.8M |
| 2 | U.S. TELEPACIFIC CORP. TPX 401(K) PLAN | AUSTIN TX | 764 | $85.9M | $6.0M |
| 3 | EASTERN LOS ANGELES REGIONAL CENTER FOR THE DEVELOPMENTALLY DISABLED |
ALHAMBRA CA |
| 460 |
| $10.7M |
| $44K |
