Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Global Balanced Fund in their Schedule of Assets, totaling $35K 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 | MAINLINE PHARMACY MAINLINE PHARMACY 401(K) PROFIT SHARING PLAN | CRESSON PA | 45 | $3.3M | $25K |
| 2 | LEE HILL INVESTMENTS LLC LEE HILL INVESTMENTS LLC 401(K) PLAN | CHANDLER AZ | 292 | $2.0M | $6K |
| 3 | NORWICH CONVALESCENT HOME, INC NORWICHTOWN AND NEW LONDON REHAB & CARE CENTER 401(K) PLAN |
NORWICH CT |
| 316 |
| $2.2M |
| $4K |
