Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fidelity Balanced Fund – Class K Mutual fund in their Schedule of Assets, totaling $197.7M 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 | NEXSTAR MEDIA GROUP, INC. NEXSTAR MEDIA GROUP, INC. 401(K) PLAN | IRVING TX | 13,254 | $2.0B | $98.8M |
| 2 | SERVICENOW, INC. SERVICENOW, INC. 401(K) PLAN | SANTA CLARA CA | 13,322 | $2.0B | $31.8M |
| 3 | BUCKEYE PIPE LINE SERVICES COMPANY BUCKEYE PIPE LINE SERVICES COMPANY RETIREMENT AND SAVINGS PLAN |
HOUSTON TX |
| 1,754 |
| $630.7M |
| $16.9M |
| 4 | UIPATH, INC. UIPATH, INC. PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 1,139 | $202.2M | $15.5M |
| 5 | OHI WEST MEDICAL GROUP II LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,866 | $314.0M | $13.7M |
| 6 | STOLT-NIELSEN USA INC. STOLT-NIELSEN US 401(K) SAVINGS PLAN | HOUSTON TX | 474 | $143.1M | $7.4M |
| 7 | SAMUEL MERRITT UNIVERSITY SAMUEL MERRITT UNIVERSITY 403(B) PLAN | OAKLAND CA | 755 | $101.2M | $5.3M |
| 8 | ALLIED PRINTING SERVICES, INCORPORATED ALLIED PRINTING SERVICES, INCORPORATED 401(K) RETIREMENT SAVINGS PLAN | MANCHESTER CT | 411 | $40.7M | $1.9M |
| 9 | FUSCOE ENGINEERING INC FUSCOE ENGINEERING, INC. 401K PROFIT SHARING PLAN & TRUST | IRVINE CA | 154 | $36.9M | $1.3M |
| 10 | CAMPARI AMERICA CAMPARI AMERICA 401K RETIREMENT PLAN | NEW YORK NY | 580 | $97.9M | $1.2M |
