Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Balanced Fund – Class K6 in their Schedule of Assets, totaling $150.7M 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 | OSHKOSH CORPORATION OSHKOSH CORPORATION AND AFFILIATES TAX-DEFERRED INVESTMENT PLAN | OSHKOSH WI | 13,938 | $2.0B | $114.0M |
| 2 | WARNER MUSIC GROUP WARNER MUSIC GROUP 401(K) PLAN | NEW YORK NY | 2,173 | $446.3M | $20.1M |
| 3 | OSHKOSH CORPORATION OSHKOSH CORPORATION TAX DEFERRED INVESTMENT PLAN FOR PRODUCTION EMPLOYEES |
OSHKOSH WI |
| 1,396 |
| $141.4M |
| $9.0M |
| 4 | DIGI INTERNATIONAL, INC. DIGI INTERNATIONAL INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | HOPKINS MN | 644 | $143.1M | $6.7M |
| 5 | KEWAUNEE FABRICATIONS LLC KEWAUNEE FABRICATIONS LLC 401(K) PLAN | OSHKOSH WI | 203 | $18.9M | $888K |
| 6 | SOUTHWORTH INTERNATIONAL GROUP, INC. SOUTHWORTH INTERNATIONAL GROUP, INC. 401K | FALMOUTH ME | 335 | $21.5M | $122K |
