Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fid Balanced Mutual fund - in their Schedule of Assets, totaling $19.3M 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 | REI SYSTEMS, INC REI SYSTEMS, INC. 401(K) PLAN | CHANTILLY VA | 802 | $185.5M | $6.3M |
| 2 | ZACHRY CONSTRUCTION & MATERIALS,INC. ZACHRY CORPORATION EMPLOYEES 401(K) PLAN | SAN ANTONIO TX | 2,412 | $246.3M | $5.2M |
| 3 | JANUS RESEARCH GROUP, LLC JANUS RESEARCH GROUP 401(K) PLAN |
EVANS GA |
| 597 |
| $62.1M |
| $1.5M |
| 4 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $1.1M |
| 5 | LIFEGIFT ORGAN DONATION CENTER LIFEGIFT ORGAN DONATION CENTER TAX SHELTERED ANNUITY PLAN | HOUSTON TX | 471 | $31.4M | $916K |
| 6 | CHEESEMAN LLC CHEESEMAN LLC 401(K) PLAN | FORT RECOVERY OH | 531 | $17.1M | $857K |
| 7 | ST. MARY'S UNIVERSITY ST. MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SAN ANTONIO TX | 707 | $192.2M | $516K |
| 8 | DAVIDSON COLLEGE DAVIDSON COLLEGE RETIREMENT PLAN | DAVIDSON NC | 422 | $205.2M | $511K |
| 9 | LIFEGIFT ORGAN DONATION CENTER LIFEGIFT ORGAN DONATION CENTER DEFINED CONTRIBUTION PLAN | HOUSTON TX | 492 | $13.0M | $496K |
| 10 | TEXAS PETROLEUM INVESTMENT COMPANY TEXAS PETROLEUM INVESTMENT COMPANY 401(K) PLAN | HOUSTON TX | 100 | $33.4M | $474K |
