Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MACQUARIE BALANCED R6 in their Schedule of Assets, totaling $121K 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 | ALLEN COMMUNICATION LEARNING SER ALLEN COMMUNICATION LEARNING SERVICES, INC. 401(K) PLAN | SALT LAKE CITY UT | 84 | $6.1M | $89K |
| 2 | WESTON ASSOCIATES MANAGEMENT CO. WESTON ASSOCIATES MANAGEMENT CO. INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 87 | $5.7M | $32K |
