Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fid Balanced K Mutual Fund in their Schedule of Assets, totaling $38.7M 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 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $10.4M |
| 2 | FIRSTLIGHT FIBER, INC. FIRSTLIGHT FIBER, INC. 401K PLAN | ALBANY NY | 494 | $73.1M | $7.1M |
| 3 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA |
ITHACA NY |
| 15,104 |
| $3.0B |
| $6.5M |
| 4 | REI SYSTEMS, INC REI SYSTEMS, INC. 401(K) PLAN | CHANTILLY VA | 804 | $148.7M | $5.1M |
| 5 | MERIT ENERGY COMPANY, LLC MERIT ENERGY COMPANY SAVINGS TRUST | DALLAS TX | 880 | $277.3M | $4.2M |
| 6 | AMERICAN SOFTWARE, INC. AMERICAN SOFTWARE, INC. 401(K)/PROFIT SHARING PLAN | ATLANTA GA | 227 | $78.5M | $3.5M |
| 7 | LORAL SPACE & COMMUNICATIONS INC. LORAL SAVINGS PLAN | — | 118 | $34.1M | $1.3M |
| 8 | GRAY REED & MCGRAW LLP GRAY REED & MCGRAW LLP ATTORNEYS' 401(K) PLAN | HOUSTON TX | 113 | $24.1M | $373K |
| 9 | GRAY REED & MCGRAW LLP GRAY REED PROFIT SHARING PLAN | HOUSTON TX | 162 | $54.1M | $220K |
| 10 | JOHN COCKERILL NORTH AMERICA, INC. JOHN COCKERILL NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN | SALEM OH | 104 | $18.5M | $110K |
