Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Retirement Balanced Fund Mutual Fund in their Schedule of Assets, totaling $158K 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 | CLINICAS DEL CAMINO REAL, INC. CLINICAS DEL CAMINO REAL, INC. 403(B) PLAN | CAMARILLO CA | 921 | $26.5M | $89K |
| 2 | ALSCOTT INC ALSCOTT, INC 401(K) RETIREMENT PLAN | BOISE ID | 185 | $16.1M | $69K |
