Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Balanced Fund K Mutual fund - in their Schedule of Assets, totaling $36.3M 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 | THE COOPER HEALTH SYSTEM THE COOPER HEALTH SYSTEM 403(B) PLAN | CAMDEN NJ | 10,323 | $944.0M | $25.6M |
| 2 | POLYCHEM LLC POLYCHEM, LLC 401(K) | MENTOR OH | 520 | $26.2M | $5.2M |
| 3 | HARRIS & ASSOCIATES HARRIS & ASSOCIATES EMPLOYEE PROFIT SHARING PLAN |
CONCORD CA |
| 304 |
| $49.0M |
| $2.4M |
| 4 | WESTEX BANCORP, INC. THE BANK & TRUST 401K AND PROFIT SHARING PLAN | DEL RIO TX | 153 | $31.0M | $1.9M |
| 5 | CLAYTON BLOCK COMPANY, INC. CLAYTON BLOCK COMPANY, INC. PROFIT SHARING/401(K) PLAN | NEPTUNE NJ | 281 | $73.4M | $1.1M |
| 6 | CONCRETE HOLDINGS & SERVICES, LL C & C CONCRETE 401(K) PLAN | MEDLEY FL | 209 | $2.1M | $123K |
