Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Balanced Fund in their Schedule of Assets, totaling $19.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | 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 | HOLSTEIN ASSOCIATION USA, INC. HOLSTEIN ASSOCIATION USA, INC. RETIREMENT SAVINGS PLAN |
BRATTLEBORO VT |
| 88 |
| $25.2M |
| $1.3M |
| 4 | LOTUS COMMUNICATIONS CORP. LOTUS COMMUNICATIONS CORP. 401(K) RETIREMENT AND SAVINGS PLAN | LOS ANGELES CA | 450 | $24.6M | $1.2M |
| 5 | COUNTRY FAIR, INC. COUNTRY FAIR, INC. 401(K) RETIREMENT PLAN | ERIE PA | 412 | $14.5M | $890K |
| 6 | ALIGN AEROSPACE LLC ALIGN AEROSPACE 401(K) PLAN | CHATSWORTH CA | 89 | $12.7M | $572K |
| 7 | LEON N. WEINER ASSOCIATES, INC. LNWAI/ARBOR MANAGEMENT 401(K) PLAN | WILMINGTON DE | 234 | $21.4M | $389K |
| 8 | NELSON NAME PLATE COMPANY NELSON-MILLER, INC. 401(K) PLAN | CITY OF INDUSTRY CA | 222 | $8.3M | $89K |
| 9 | EASTERN LOS ANGELES REGIONAL CENTER FOR THE DEVELOPMENTALLY DISABLED TAX DEFERRED ANNUITY PLAN OF EASTERN LOS ANGELES REGIONAL CENTER FOR THE DEVELOPMENTALLY DISABLED, INC. | ALHAMBRA CA | 460 | $10.7M | $44K |
| 10 | COUNTRY FAIR, INC. COUNTRY FAIR, INC. 401(K) RETIREMENT SAVINGS PLAN FOR HOURLY STORE EMPLOYEES | ERIE PA | 920 | $1.3M | $25K |
