Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fid Balanced Mutual Funds in their Schedule of Assets, totaling $4.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RESONAC AMERICA INC. RESONAC AMERICA 401-K RETIREMENT PLAN | SAN JOSE CA | 636 | $68.9M | $1.6M |
| 2 | TRANSWORLD OIL U.S.A., INC. TRANSWORLD 401K PLAN | HOUSTON TX | 145 | $33.2M | $871K |
| 3 | CAL-COMP USA CAL-COMP USA 401(K) AND PROFIT SHARING PLAN |
CARLSBAD CA |
| 76 |
| $11.1M |
| $771K |
| 4 | SHOWA DENKO MATERIALS AMERICA SHOWA DENKO 401(K) RETIREMENT PLAN | SAN JOSE CA | 657 | $55.0M | $538K |
| 5 | BAMBOO ROSE, LLC BAMBOO ROSE, LLC 401(K) PLAN | GLOUCESTER MA | 86 | $15.9M | $497K |
| 6 | RESOURCES FOR HUMAN DEVELOPMENT, INC. RHD INVESTORS CHOICE 403(B) PLAN | PHILADELPHIA PA | 3,383 | $23.8M | $26K |
