Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 52 U.S. retirement plans report holding Fidelity – Balanced in their Schedule of Assets, totaling $162.8M 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 | HATTIESBURG CLINIC, P.A. HATTIESBURG CLINIC P. A. SAVINGS PLAN | HATTIESBURG MS | 2,584 | $402.2M | $43.2M |
| 2 | CENTRACARE HEALTH SYSTEM CENTRACARE HEALTH SYSTEM 403(B) PLAN | ST. CLOUD MN | 7,783 | $866.6M | $41.4M |
| 3 | CGG SERVICES (U.S.) INC. CGG 401(K) RETIREMENT PLAN |
HOUSTON TX |
| 839 |
| $360.8M |
| $14.9M |
| 4 | MARX/OKUBO ASSOCIATES, LTD. MARX/OKUBO ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN AND TRUST | DENVER CO | 211 | $39.3M | $13.0M |
| 5 | BHI ENERGY POWER SERVICES LLC BHI ENERGY 401(K) AND PROFIT SHARING PLAN | NORWELL MA | 5,430 | $120.4M | $7.6M |
| 6 | BLUE FEDERAL CREDIT UNION BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN | CHEYENNE WY | 372 | $28.5M | $5.0M |
| 7 | NATIONAL HOCKEY LEAGUE NATIONAL HOCKEY LEAGUE SAVINGS PLAN FOR NATIONAL HOCKEY LEAGUE/NHL ENTERPRISE EMPLOYEES | NEW YORK NY | 689 | $198.1M | $3.9M |
| 8 | BIOVENTUS LLC BIOVENTUS 401(K) PLAN | DURHAM NC | 901 | $148.0M | $3.7M |
| 9 | SITE CENTERS CORP. SITE CENTERS CORP. 401(K) PLAN & TRUST | BEACHWOOD OH | 221 | $56.7M | $2.7M |
| 10 | CURBLINE TRS LLC CURBLINE 401(K) PLAN AND TRUST | BEACHWOOD OH | 209 | $60.6M | $2.6M |
