Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BLACKROCK BALANCED R in their Schedule of Assets, totaling $309K 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 | CG BUSINESS MANGEMENT, LLC CG BUSINESS MANGEMENT LLC 401(K) PROFIT SHARING PLAN | CHESHIRE CT | 148 | $3.4M | $174K |
| 2 | NOW OPTICS LLC NOW OPTICS LLC 401K PLAN | DELRAY BEACH FL | 1,124 | $9.1M | $128K |
| 3 | ST MORITZ SECURITY SERVICES, INC ST MORITZ 401(K) PLAN |
PITTSBURGH PA |
| 2,718 |
| $3.0M |
| $7K |
