Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding EQ/Balanced Strategy " in their Schedule of Assets, totaling $60K 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 | PETER BECKER COMMUNITY PETER BECKER COMMUNITY 403(B) PLAN | HARLEYSVILLE PA | 311 | $9.7M | $52K |
| 2 | MEDAILLE UNIVERSITY MEDAILLE COLLEGE 403(B) PLAN | BUFFALO NY | 259 | $31.6M | $8K |
