Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Pax World Balanced Fund in their Schedule of Assets, totaling $959K 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 | SHIELD HEALTHCARE CENTERS, INC. SHIELD HEALTHCARE CENTERS, INC. EMPLOYEE 401 (K) SAVINGS PLAN | VALENCIA CA | 368 | $26.3M | $953K |
| 2 | MIX TALENT, LLC MIX TALENT, LLC 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 85 | $8.2M | $6K |
