Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding FID Balanced K6 Mutual Fund in their Schedule of Assets, totaling $18.5M 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 | UF HEALTH-CENTRAL FLORIDA UF HEALTH-CENTRAL FLORIDA 401K PLAN | THE VILLAGES FL | 3,762 | $169.3M | $7.3M |
| 2 | KAMIN LLC KAMIN LLC EMPLOYEE SAVINGS PLAN | MACON GA | 719 | $85.8M | $2.7M |
| 3 | EPI-USE AMERICA INC EPI-USE AMERICA INC. 401(K) PROFIT SHARING PLAN |
ATLANTA GA |
| 392 |
| $77.2M |
| $1.6M |
| 4 | EWING MARION KAUFFMAN FOUNDATION EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM | KANSAS CITY MO | 95 | $46.0M | $1.4M |
| 5 | GOETTSCH PARTNERS, INC. GOETTSCH PARTNERS, INC. PROFIT SHARING PLAN | CHICAGO IL | 47 | $31.9M | $1.3M |
| 6 | APCO HOLDINGS, LLC APCO HOLDINGS 401(K) PLAN | NORCROSS GA | 852 | $64.4M | $1.3M |
| 7 | TWIN EAGLE HOLDINGS N.A., LLC TWIN EAGLE RESOURCE MANAGEMENT 401(K) PLAN | SPRING TX | 144 | $33.4M | $1.1M |
| 8 | CWS CAPITAL PARTNERS LLC CWS SAVINGS PLAN (401(K)) | AUSTIN TX | 1,001 | $48.9M | $981K |
| 9 | RUSSELL GROUP INC RUSSELL GROUP 401(K) SAVINGS PLAN | DAVENPORT IA | 232 | $30.9M | $699K |
| 10 | NEXTIVA, INC. NEXTIVA 401(K) PLAN | SCOTTSDALE AZ | 789 | $42.0M | $173K |
