Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding MassMutual Balanced Fund " in their Schedule of Assets, totaling $3.1M 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 | COUNSELING SERVICE OF ADDISON COUNTY, INC. CSAC 403(B) RETIREMENT PLAN | MIDDLEBURY VT | 279 | $17.9M | $1.8M |
| 2 | MOODY GARDENS, INC. MOODY GARDENS, INC. 401(K) RETIREMENT PLAN | GALVESTON TX | 374 | $11.9M | $727K |
| 3 | SAMSON MANAGEMENT SAMSON MANAGEMENT 401(K) SAVINGS PLAN |
FOREST HILLS NY |
| 79 |
| $21.4M |
| $581K |
