Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FA BALANCED I in their Schedule of Assets, totaling $5.7M 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 | HUNT VALLEY HOLDINGS LLC FUNDAMENTAL RETIREMENT SAVINGS PLAN | SPARKS MD | 8,516 | $122.5M | $5.2M |
| 2 | INSULATIONS, L.L.C. INSULATIONS, INC. 401(K) PLAN | HARAHAN LA | 1,051 | $9.1M | $495K |
| 3 | JSC SYSTEMS, INC. JSC SYSTEMS, INC. 401(K) PROFIT SHARING PLAN & TRUST |
JACKSONVILLE FL |
| 168 |
| $4.4M |
| $18K |
