Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Touchstone Balanced Y Touchstone 0 in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WESTMONT INDUSTRIES LLC WESTMONT GROUP EMPLOYEES' 401(K) PLAN | SANTA FE SPRINGS CA | 202 | $21.4M | $1.4M |
| 2 | SNIDER ENTITIES, LLC SNIDER ENTITIES, LLC 401(K) PLAN | PHILADELPHIA PA | 283 | $3.9M | $218K |