Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding (1) Fidelity Balanced Fund Mutual Fund (2) in their Schedule of Assets, totaling $69.5M 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 | CBRE SERVICES, INC. CBRE 401(K) PLAN | DALLAS TX | 41,038 | $4.3B | $69.5M |
