Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 145 U.S. retirement plans report holding Fidelity® Balanced Fund in their Schedule of Assets, totaling $447.8M 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 | UNIVERSAL HEALTH SERVICES, INC. UNIVERSAL HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 64,799 | $3.7B | $116.0M |
| 2 | JUSTWORKS EMPLOYMENT GROUP, LLC JUSTWORKS RETIREMENT SAVINGS PLAN | NEW YORK NY | 147,007 | $3.9B | $60.7M |
| 3 | ENSTAR (US) INC. ENSTAR (US) INC. 401(K) PLAN |
ST. PETERSBURG FL |
| 345 |
| $134.0M |
| $30.9M |
| 4 | WAKEFERN FOOD CORP. WAKEFERN FOOD CORPORATION 401(K) SAVINGS PLAN | KEASBEY NJ | 1,937 | $478.5M | $23.4M |
| 5 | SONEPAR MANAGEMENT US, INC SONEPAR USA 401 (K) PLAN | CHARLESTON SC | 10,624 | $1.2B | $20.9M |
| 6 | SPEARS MANUFACTURING CO. SPEARS MANUFACTURING 401(K) PLAN | SYLMAR CA | 2,021 | $65.0M | $11.2M |
| 7 | U.S. SILICA COMPANY U.S. SILICA RETIREMENT SAVINGS PLAN | KATY TX | 1,746 | $215.0M | $10.9M |
| 8 | SM ENERGY COMPANY SM ENERGY COMPANY 401(K) PROFIT SHARING PLAN | DENVER CO | 651 | $190.3M | $8.7M |
| 9 | ORTHOPAEDIC SURGERY & SPORTS MEDICINE SPECIALISTS, P.C. ORTHOPAEDIC AND SPINE CENTER 401(K) PROFIT SHARING PLAN | NEWPORT NEWS VA | 101 | $25.0M | $8.4M |
| 10 | ADVANCED INSTRUMENTS, LLC ADVANCED INSTRUMENTS, LLC SAVING AND PROFIT SHARING PLAN | NORWOOD MA | 217 | $38.1M | $7.7M |
