Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Pioneer Balanced ESG Fund K in their Schedule of Assets, totaling $163K 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 | AMITY FOUNDATION AMITY FOUNDATION 401K PROFIT SHARING PLAN | TUCSON AZ | 786 | $5.1M | $111K |
| 2 | FAMILY HEALTH CENTER OF WORCESTER, INC. FAMILY HEALTH CENTER OF WORCESTER, INC. 403(B) PLAN | WORCESTER MA | 486 | $13.2M | $52K |
