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 Mutual fund in their Schedule of Assets, totaling $26.5M 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 | COMMUNICATIONS & POWER INDUSTRIES LLC COMMUNICATIONS & POWER INDUSTRIES RETIREMENT PLAN | PLANO TX | 898 | $339.9M | $18.4M |
| 2 | LEWIS-WATKINS-FARMER AGENCY, INC. LEWIS-WATKINS-FARMER AGENCY, INC. 401(K) PLAN | AUSTIN TX | 158 | $14.7M | $6.3M |
| 3 | FIRST NATIONAL BANK |
DAMARISCOTTA ME |
| 284 |
| $46.5M |
| $1.8M |
