Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Global Balanced Fund Mutual Fund in their Schedule of Assets, totaling $85K 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 | WILLIAM H. METCALFE AND SONS, INC. WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN | CLINTON MD | 142 | $11.1M | $54K |
| 2 | THE HELPER BEES, INC. THE HELPER BEES 401(K) PLAN | AUSTIN TX | 217 | $3.0M | $15K |
| 3 | HART BROTHERS CONSTRUCTION DBA AQUATIC TECHNOLOGIES |
SAN JUAN CAPISTRANO CA |
| 116 |
| $5.9M |
| $15K |
