Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 84 U.S. retirement plans report holding Fidelity Balanced Fund Mutual fund in their Schedule of Assets, totaling $159.1M 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 | CENTRAL HUDSON GAS & ELECTRIC CORPORATION CENTRAL HUDSON SAVINGS PLANS MASTER TRUST | POUGHKEEPSIE NY | — | $439.8M | $21.9M |
| 2 | CENTRAL HUDSON GAS & ELECTRIC CORPORATION CENTRAL HUDSON GAS & ELECTRIC CORPORATION SAVINGS INCENTIVE PLAN | POUGHKEEPSIE NY | 1,245 | $448.5M | $21.8M |
| 3 | PROTIVITI INC |
SAN RAMON CA |
| 4,976 |
| $814.1M |
| $14.5M |
| 4 | ROBERT HALF INC. ROBERT HALF INC. 401(K) PLAN | SAN RAMON CA | 5,431 | $597.9M | $12.9M |
| 5 | KBE BUILDING CORPORATION KBE BUILDING CORPORATION 401(K) SAVINGS PLAN | FARMINGTON CT | 149 | $39.2M | $5.9M |
| 6 | PERRY ELLIS SHARED SERVICES LLC PERRY ELLIS SHARED SERVICES LLC 401(K) PLAN | MIAMI FL | 1,365 | $98.0M | $5.7M |
| 7 | ROBERT HALF INC. ROBERT HALF INC. 401(K) PLAN FOR CONTRACT TALENT AND FULL-TIME ENGAGEMENT PROFESSIONALS | SAN RAMON CA | 30,658 | $173.2M | $5.4M |
| 8 | CARDINAL INDUSTRIAL FINISHES CARDINAL INDUSTRIAL FINISHES PROFIT SHARING AND EMPLOYEE SAVINGS PLAN | SOUTH EL MONTE CA | 372 | $25.4M | $3.3M |
| 9 | MATTSON TECHNOLOGY, INC. MATTSON TECHNOLOGY, INC. 401(K) PLAN | FREMONT CA | 246 | $64.3M | $3.2M |
| 10 | COOPERATIVE OF AMERICAN PHYSICIANS, INC. COOPERATIVE OF AMERICAN PHYSICIANS, INC. - MUTUAL PROTECTION TRUST RETIREMENT PLAN | LOS ANGELES CA | 190 | $63.6M | $2.9M |
