Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Balanced 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SKECHERS USA, INC. SKECHERS USA, INC. 401(K) PROFIT SHARING PLAN | MANHATTAN BEACH CA | 10,693 | $237.0M | $4.7M |
| 2 | BEARINGS & DRIVES UNLIMITED, INC. BEARING & DRIVE SOLUTION 401(K) RETIREMENT PLAN | SOUDERTON PA | 255 | $28.1M | $138K |
| 3 | SPRADLEY BARR FORD, INC. SPRADLEY BARR 401(K) PLAN |
FORT COLLINS CO |
| 16 |
| $5.5M |
| $117K |
