Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fid Balanced K6 in their Schedule of Assets, totaling $8.2M 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 | BOARD OF TRUSTEES, SAN FRANCISCO ELECTRICAL WORKERS SAN FRANCISCO ELECTRICAL WORKERS RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,920 | $670.0M | $6.5M |
| 2 | TYNDALL FEDERAL CREDIT UNION TYNDALL FEDERAL CREDIT UNION 401(K) PLAN | PANAMA CITY FL | 229 | $29.5M | $887K |
| 3 | A.L.P. LIGHTING COMPONENTS, INC. |
NILES IL |
| 170 |
| $23.4M |
| $852K |
