Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Company Fidelity * Management Trust Fidelity Balanced K in their Schedule of Assets, totaling $856K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | E.M.I., CORP. EMI CORPORATION 401(K) PROFIT SHARING PLAN | WICKLIFFE OH | 144 | $12.6M | $856K |
