Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Balanced Fund K6 in their Schedule of Assets, totaling $3.5M 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 | CUMMINGS PROPERTIES, LLC CUMMINGS PROPERTIES, LLC 401(K) PLAN | WOBURN MA | 551 | $94.5M | $2.5M |
| 2 | GERALD METALS LLC GERALD METALS LLC & SUBSIDIARIES 401(K) PROFIT SHARING PLAN | STAMFORD CT | 108 | $41.6M | $881K |
| 3 | PRIORITY HR I LLC PRIORITY HR RETIREMENT SAVINGS PLAN |
TAMPA FL |
| 246 |
| $3.3M |
| $34K |
