Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PIO BALANCED ESG - R in their Schedule of Assets, totaling $379K 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 | JULIA O FAIGEL DMD, PC DR. DENTAL 401(K) PLAN | EAST BOSTON MA | 288 | $7.4M | $373K |
| 2 | ST. JOHNLAND NURSING CENTER, INC THE NEW ST. JOHNLAND NURSING 401(K) PLAN | KINGS PARK NY | 242 | $8.5M | $6K |
