Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Balanced Fund Mutual Fund (1) in their Schedule of Assets, totaling $24.7M 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 | TEREX CORPORATION TEREX CORPORATION AND AFFILIATES 401(K) RETIREMENT SAVINGS PLAN | NORWALK CT | 5,794 | $687.4M | $23.0M |
| 2 | VESTED HR II, LLC VESTED HR SOLUTIONS, LLC RETIREMENT SAVINGS PLAN | PALM HARBOR FL | 533 | $12.3M | $632K |
| 3 | MONTGOMERY BELL ACADEMY |
NASHVILLE TN |
| 164 |
| $41.9M |
| $575K |
| 4 | COMPLETE HEALTHCARE RESOURCES, INC. COMPLETE HEALTHCARE RESOURCES, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN | DRESHER PA | 302 | $10.1M | $477K |
