Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Balanced Fund Fidelity 0 in their Schedule of Assets, totaling $25.8M 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 | NEW ENGLAND SPORTS NETWORK, LTD NEW ENGLAND SPORTS NETWORK 401(K) EMPLOYEES RETIREMENT PLAN | WATERTOWN MA | 249 | $53.1M | $13.2M |
| 2 | STONE BANK STONE BANK 401(K) PLAN | MOUNTIAN VIEW AR | 124 | $7.7M | $4.8M |
| 3 | RAINWATER, HOLT & SEXTON, P.A. RAINWATER HOLT & SEXTON PA 401K PSP |
LITTLE ROCK AR |
| 206 |
| $13.0M |
| $4.3M |
| 4 | VERMONT ENERGY INVESTMENT CORP. VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN | WASHINGTON DC | 389 | $61.9M | $2.3M |
| 5 | BATH & TENNIS CLUB, INC. BATH & TENNIS CLUB, INC. 401(K) PLAN | PALM BEACH FL | 148 | $12.9M | $1.2M |
| 6 | SUPER STEEL LLC SUPER STEEL LLC RETIREMENT & SAVINGS PLAN | MEQUON WI | 158 | $8.1M | $61K |
| 7 | KALDEROS, INC. KALDEROS 401(K) PLAN | CHICAGO IL | 96 | $6.0M | $3K |
