Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Balanced Mutual Fund in their Schedule of Assets, totaling $4.1M 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 | ALSCOTT INC ALSCOTT, INC 401(K) RETIREMENT PLAN | BOISE ID | 185 | $16.1M | $3.3M |
| 2 | CAPITAL CARDIOLOGY ASSOCIATES, PC CAPITAL CARDIOLOGY ASSOCIATES, PC PROFIT SHARING 401(K) PLAN | ALBANY NY | 348 | $74.3M | $772K |
| 3 | CLINICAS DEL CAMINO REAL, INC. CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN |
CAMARILLO CA |
| 921 |
| $26.5M |
| $37K |
