Pioneer
Pioneer Balanced ESG Fund: Class R
Ticker CBPRX · Mutual fund · Share class: Class ARetail / revenue sharing
Matched by tickerAll Victory Capital fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
1
1 with $250K or more
Dollars held
$418K
69,861 of 69,862 plans with fund lines hold none
Median per plan
$418K
Share of their fund dollars
4.7%
Other share classes of this fund
16 plans hold a costlier class of this fund than the cheapest class held in the data.
Plans that added or dropped it from 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
No plan added or dropped this fund between 2024 and 2025.
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Pioneer Balanced ESG Fund: Class R
The largest 10 plans in each list.
| Dr. Dental 401(k) Plan$8.8M plan · Julia O Faigel DMD, PC, MA · ADP | $418K |
Plans whose filed schedule lists Pioneer Balanced ESG Fund: Class R.
How the filings spell it
No other spellings recorded.