Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Balanced Fund Mutual fund, 3,506 shares in their Schedule of Assets, totaling $188K 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 | LUMA ENERGY, LLC LUMA ENERGY 401 (K) PR RETIREMENT SAVINGS PLAN | SAN JUAN PR | 3,715 | $75.7M | $188K |
