Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FA Balanced I Mutual Fund in their Schedule of Assets, totaling $903K 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 | GULF STREAM MARINE, INC. GULF STREAM MARINE, INC. 401(K) PLAN | HOUSTON TX | 1,036 | $17.8M | $875K |
| 2 | ZEHRCO-GIANCOLA COMPOSITES, INC. ZEHRCO-GIANCOLA COMPOSITES, INC. 401(K) PROFIT SHARING PLAN | ASHTABULA OH | 340 | $12.2M | $28K |
