PlanOptica
Pioneer

Pioneer Balanced ESG Fund: Class K

Ticker PCBKX · Mutual fund · Share class: Class KLow cost

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
22
2 with $250K or more
Dollars held
$2.6M
69,840 of 69,862 plans with fund lines hold none
Median per plan
$46K
Share of their fund dollars
0.2%

Same fund, other share classes

16 plans hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
Class YAYBLXMid cost15$4.9M
Class K (this page)PCBKXLow cost22$2.6M
Class ACBPRXRetail / revenue sharing1$418K

Plans adding and dropping it, 2024 to 2025

Added
0 plans
$0 at year-end 2025
Dropped
2 plans
$1.7M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

Plans that dropped it after 2024 (2 plans)

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold Pioneer Balanced ESG Fund: Class K

The largest 10 plans in each list.

New Visions for Public Schools 403(b) Plan$85.7M plan · New Visions for Public Schools, NY · Empower$1.2M
Vuori 401(k) Plan$22.4M plan · Vuori, Inc., CA · Not identified$365K
Boston Beer Company 401(k) Plan$421M plan · Boston Beer Corporation, MA · Empower$237K
Leantaas 401(k) Savings Plan$46.9M plan · Leantaas, Inc., CA · Fidelity (FMR)$201K
Signal Energy 401(k) Plan$23.6M plan · Signal Energy, LLC, TN · Fidelity (FMR)$113K
Aquent / Skill 401(k) Plan$378M plan · Aquent, LLC, MA · Fidelity (FMR)$100K
Family Health Center of Worcester, Inc. 403(b) Plan$19.3M plan · Family Health Center of Worcester, Inc., MA · Not identified$87K
Chelsea Milling Company, Chelsea Milling Division, Defined Contribution Plan$54.2M plan · Chelsea Milling Company, MI · Transamerica (Aegon)$80K
Family First Funding, LLC 401(k) Plan$2.0M plan · Family First Funding, LLC, NJ · Not identified$67K
Family Service of S. A. 401(k) Plan$9.4M plan · Family Service Association of San, TX · Voya$51K

Plans whose filed schedule lists Pioneer Balanced ESG Fund: Class K.

See all 22 plans with Pro. Free for 7 days, then $49 a month.

Pro unlocks:
  • Plan and sponsor names
  • Recordkeeper
  • Plan assets
  • Dollars held and % of plan funds

How the filings spell it

Show 8 names seen in the filings
  • Balanced ESG Fund K
  • Pioneer Balanced ESG
  • Pioneer Balanced ESG Fund K
  • Pioneer Balanced ESG K Mutual
  • Pioneer Balanced ESG K Mutual fund
  • Pioneer Balanced Esg K
  • Pioneer Balanced Esg K Fund $
  • Pioneer Balanced R6