Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Pioneer Balanced ESG K Fund in their Schedule of Assets, totaling $165K 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 | LEANTAAS, INC. LEANTAAS 401(K) SAVINGS PLAN | SANTA CLARA CA | 379 | $33.8M | $149K |
| 2 | W. B. MASON CO. INC. W. B. MASON COMPANY RETIREMENT 401(K) PLAN & TRUST | BROCKTON MA | 2,781 | $204.9M | $15K |
