Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Balanced Fund Mutual fund N/A in their Schedule of Assets, totaling $8.1M 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 | EVERBRITE, LLC EVERBRITE, LLC PROFIT SHARING PLAN | GREENFIELD WI | 489 | $50.1M | $5.4M |
| 2 | EVERBRITE, LLC THE EVERBRITE, LLC RETIREMENT PLAN FOR EMPLOYEES REPRESENTED BY THE MADISON IBEW LOCAL #965 PENSION PLAN | GREENFIELD WI | 76 | $4.4M | $782K |
| 3 | FUTURA TITLE & ESCROW, LLC |
BOISE ID |
| 582 |
| $48.2M |
| $742K |
| 4 | AURORA PLASTICS, INC. AURORA PLASTICS, INC. PROFIT SHARING PLAN | STREETSBORO OH | 280 | $17.6M | $634K |
| 5 | THE CLEVELAND FOUNDATION THE CLEVELAND FOUNDATION RETIREMENT PLAN | CLEVELAND OH | 84 | $22.2M | $233K |
| 6 | KEN'S SUPERMARKETS, INC. KEN'S SUPERMARKETS, INC. 401(K) RETIREMENT PLAN | ABERDEEN SD | 130 | $3.6M | $113K |
| 7 | TETRACORE, INC. TETRACORE, INC. 401K PLAN | ROCKVILLE MD | 72 | $23.0M | $96K |
| 8 | ARCHER AVIATION INC. ARCHER AVIATION 401(K) PLAN | SAN JOSE CA | 709 | $47.4M | $72K |
| 9 | SPHERO, INC. SPHERO RETIREMENT SAVINGS PLAN | GREENVILLE TX | 84 | $7.1M | $69K |
