Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FID BALANCED K Registered Investment Company in their Schedule of Assets, totaling $61.2M 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 | NAVIENT CORPORATION NAVIENT 401(K) SAVINGS PLAN | WILMINGTON DE | 1,698 | $694.0M | $26.1M |
| 2 | ALLISON TRANSMISSION, INC. ALLISON TRANSMISSION MASTER TRUST | INDIANAPOLIS IN | — | $549.4M | $13.2M |
| 3 | ALLISON TRANSMISSION, INC. ALLISON TRANSMISSION EMPLOYEE RETIREMENT SAVINGS PLAN |
INDIANAPOLIS IN |
| 1,773 |
| $395.8M |
| $9.4M |
| 4 | OXFORD INDUSTRIES, INC. THE OXFORD INDUSTRIES, INC. RETIREMENT SAVINGS PLA | ATLANTA GA | 6,797 | $218.4M | $8.7M |
| 5 | ALLISON TRANSMISSION, INC. ALLISON TRANSMISSION HOURLY EMPLOYEE SAVINGS PLAN | INDIANAPOLIS IN | 1,718 | $163.7M | $3.8M |
