Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Balanced Fund K Registered investment company in their Schedule of Assets, totaling $6.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE COOPER HEALTH SYSTEM COOPER HEALTH SYSTEM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | CAMDEN NJ | 8,219 | $359.2M | $6.1M |
