Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding FID BALANCED K in their Schedule of Assets, totaling $150.8M 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 | EATON CORPORATION EATON SAVINGS TRUST | CLEVELAND OH | — | $8.5B | $100.8M |
| 2 | DINSMORE & SHOHL LLP THE DINSMORE & SHOHL LLP SAVINGS AND INVESTMENT PLAN | CINCINNATI OH | 1,461 | $472.2M | $12.8M |
| 3 | THYSSENKRUPP NORTH AMERICA, LLC THYSSENKRUPP 401(K) PLAN NORTH AMERICA |
BEAVERTON OR |
| 2,545 |
| $384.0M |
| $11.8M |
| 4 | CANCER TREATMENT CENTERS OF AMERICA GLOBAL, INC. CTCA 401(K) SAVINGS AND RETIREMENT PLAN | SCHAUMBURG IL | 3,721 | $445.1M | $10.5M |
| 5 | AIR LINE PILOTS ASSOCIATION INTERNATIONAL AIR LINE PILOTS ASSOCIATION, INTERNATIONAL DEFERRED SAVINGS PLAN BARGAINING PROFESSIONAL ADMIN EMP. | MCLEAN VA | 224 | $138.3M | $6.2M |
| 6 | ALTORFER INC. ALTORFER RETIREMENT PLAN | CEDAR RAPIDS IA | 936 | $162.8M | $2.5M |
| 7 | THYSSENKRUPP POLYSIUS NORTH AMERICA, INC. THYSSENKRUPP POLYSIUS NORTH AMERICA, INC. 401K PLAN | ATLANTA GA | 230 | $50.6M | $1.6M |
| 8 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $1.5M |
| 9 | BIRD TECHNOLOGIES GROUP INC. BIRD TECHNOLOGIES GROUP INC. 401(K) PLAN AND TRUST | SOLON OH | 167 | $34.3M | $1000K |
| 10 | ALTORFER INC. ALTORFER INC. EMPLOYEES SAVINGS PLAN | CEDAR RAPIDS IA | 210 | $27.9M | $915K |
