Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Pioneer Balanced ESG A in their Schedule of Assets, totaling $7.1M 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 | CONSTRUCTION RESOURCES HOLDINGS, LLC CONSTRUCTION RESOURCES 401(K) PLAN | DECATUR GA | 0 | $24.9M | $7.1M |
| 2 | SPELLMAN HIGH VOLTAGE ELECTRONICS CORPORATION SPELLMAN 401(K) SAVINGS PLAN | HAUPPAUGE NY | 370 | $70.4M | $894 |
