Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding BTW Balanced BTW Balanced in their Schedule of Assets, totaling $115K 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 | PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND PPFA RETIREMENT PLAN | NEW HAVEN CT | 177 | $22.7M | $74K |
| 2 | PLANNED PARENTHOOD OF GREATER TEXAS PPFA RETIREMENT PLAN | DALLAS TX | 198 | $20.4M | $30K |
| 3 | PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. PPFA RETIREMENT PLAN |
NEW YORK NY |
| 773 |
| $138.3M |
| $11K |
