Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding MyWayRetirement Balanced Fund Mutual Fund in their Schedule of Assets, totaling $71K 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 | CREEDENCE ENERGY SERVICES, LLC CREEDENCE ENERGY SERVICES 401(K) PLAN | MINOT ND | 259 | $8.6M | $63K |
| 2 | AKASH MANAGEMENT LLC AKASH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | POMONA CA | 7,246 | $1.9M | $8K |
