Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding FID BALANCED Shares of registered investment company in their Schedule of Assets, totaling $1.1M 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 | BANCO DE SABADELL, S.A. BANCO DE SABADELL, S.A. 401(K) PLAN | MIAMI FL | 316 | $78.6M | $1.1M |
