Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Fid Balanced in their Schedule of Assets, totaling $41.5M 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 | GEMW HEALTHCARE INVESTMENT LP AHMC HEALTHCARE INC. 401(K) RETIREMENT SAVINGS PLAN | ALHAMBRA CA | 6,339 | $734.2M | $22.9M |
| 2 | CBC ACQUISITION, LLC DBA CITY BREWING CO., LLC CITY BREWING COMPANY HOURLY 401(K) PLAN | LA CROSSE WI | 407 | $43.2M | $4.8M |
| 3 | THE MISSION ESSENTIAL GROUP, LLC |
NEW ALBANY OH |
| 885 |
| $39.8M |
| $1.9M |
| 4 | PURVIS INDUSTRIES, LLC PURVIS 401(K) PLAN | DALLAS TX | 1,020 | $55.5M | $1.6M |
| 5 | DIAMOND FOODS, LLC DIAMOND FOODS, LLC 401(K) PLAN | STOCKTON CA | 127 | $28.3M | $1.5M |
| 6 | LONGVIEW POWER, LLC LONGVIEW POWER, LLC 401(K) PLAN | MAIDSVILLE WV | 153 | $30.9M | $1.1M |
| 7 | NEW SPS, LLC NEW SPS, LLC 401(K) PLAN | MOUNT PROSPECT IL | 387 | $8.4M | $1.1M |
| 8 | CBC ACQUISITION, LLC DBA CITY BREWING CO., LLC CITY BREWING COMPANY SALARIED 401(K) PLAN | LA CROSSE WI | 517 | $33.2M | $959K |
| 9 | POLYGLASS USA, INC. POLYGLASS USA, INC. 401(K) PLAN | DEERFIELD BEACH FL | 648 | $38.3M | $836K |
| 10 | HEARTS ON FIRE HEARTS ON FIRE | BOSTON MA | 52 | $12.1M | $627K |
