Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Balanced Fund Class K N/R in their Schedule of Assets, totaling $64.0M 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 | GEORGIA TRANSMISSION CORPORATION (AN ELECTRIC MEMBERSHIP CORPORATION) GEORGIA TRANSMISSION CORPORATION RETIREMENT PLAN | TUCKER GA | 341 | $246.2M | $23.0M |
| 2 | GEORGIA SYSTEM OPERATIONS CORPORATION GEORGIA SYSTEM OPERATIONS CORPORATION RETIREMENT PLAN | TUCKER GA | 281 | $180.0M | $21.7M |
| 3 |
TUCKER GA |
| 381 |
| $228.1M |
| $15.5M |
| 4 | DELTA DENTAL OF WASHINGTON DELTA DENTAL OF WASHINGTON SAVINGS PLAN | SEATTLE WA | 508 | $100.2M | $3.9M |
