Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Fidelity Balanced Fund Class K - in their Schedule of Assets, totaling $1.2B 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 | TOYOTA MOTOR NORTH AMERICA, INC TOYOTA MOTOR NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | PLANO TX | 44,145 | $13.3B | $678.3M |
| 2 | VISA INC. VISA 401K PLAN | FOSTER CITY CA | 13,476 | $5.2B | $406.6M |
| 3 | NISOURCE INC NISOURCE INC RETIREMENT SAVINGS PLAN |
MERRILLVILLE IN |
| 7,982 |
| $2.0B |
| $55.8M |
| 4 | GILBANE INC. GILBANE 401(K) & RETIREMENT PLAN | PROVIDENCE RI | 3,592 | $1.0B | $45.8M |
| 5 | JONES WALKER LLP JONES WALKER LLP PROFIT SHARING RETIREMENT PLAN | NEW ORLEANS LA | 646 | $474.3M | $18.1M |
| 6 | TWO SIGMA INVESTMENTS, LP TWO SIGMA 401(K) PLAN | NEW YORK NY | 1,668 | $698.4M | $15.5M |
| 7 | AS AMERICA, INC. AS AMERICA, INC. 401(K) PLAN | PISCATAWAY NJ | 1,765 | $171.8M | $4.5M |
| 8 | PACIFIC MARITIME ASSOCIATION PACIFIC MARITIME ASSOCIATION QUALIFIED DEFERRED COMPENSATION PLAN | SAN FRANCISCO CA | 150 | $96.7M | $3.6M |
| 9 | BAXTER HODELL DONNELLY PRESTON, INC. BAXTER HODELL DONNELLY PRESTON, INC. SAVINGS INCENTIVE PLAN AND TRUST | CINCINNATI OH | 189 | $30.8M | $2.1M |
| 10 | MSHC INC. DBA SERVICE LOGIC SERVICE LOGIC 401(K) PLAN | CHARLOTTE NC | 3,341 | $225.9M | $1.8M |
