Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding FID BALANCED Registered investment company in their Schedule of Assets, totaling $15.0M 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 | SLM CORPORATION SALLIE MAE 401(K) SAVINGS PLAN | NEWARK DE | 1,748 | $304.0M | $6.1M |
| 2 | MITSUBISHI HC CAPITAL AMERICA, INC. MITSUBISHI HC CAPITAL AMERICA, INC. 401(K) PLAN | NORWALK CT | 664 | $151.5M | $4.4M |
| 3 | ATLANTIC COAST REHAB & HEALTH NEW JERSEY NURSING HOME 401(K) AND PROFIT SHARING PLAN |
LAKEWOOD NJ |
| 2,301 |
| $36.9M |
| $2.0M |
| 4 | SENSIENT TECHNOLOGIES CORPORATION SENSIENT TECHNOLOGIES CORPORATION MASTER TRUST | MILWAUKEE WI | — | $316.2M | $1.3M |
| 5 | NEW ENGLAND FINISH SYSTEMS, LLC NEW ENGLAND FINISH SYSTEMS, LLC PROFIT SHARING & 401(K) PLAN | SALEM NH | 177 | $30.3M | $494K |
| 6 | ENGLISH COLOR & SUPPLY, LLC ENGLISH COLOR PBE 401(K) PLAN | RICHARDSON TX | 653 | $9.2M | $393K |
| 7 | TRANSFAIR USA TRANSFAIR USA 401(K) PLAN | OAKLAND CA | 90 | $13.7M | $96K |
| 8 | BLUE STREAM COMMUNICATIONS BLUE STREAM FIBER 401(K) PLAN | CORAL SPRINGS FL | 511 | $15.6M | $73K |
| 9 | SAMUELSEN, GONZALEZ, VALENZUELA & BROWN LLP SAMUELSEN, GONZALEZ, VALENZUELA & BROWN 401(K) PLAN | IRVINE CA | 82 | $16.0M | $73K |
| 10 | THE PETERSON COMPANY PETERSON CO. RETIREMENT SAVINGS PLAN | AUBURN WA | 252 | $15.9M | $9K |
