Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Balanced Fund Mutual fund in their Schedule of Assets, totaling $23.3M 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 GAS & ELECTRIC CORPORATION SAVINGS INCENTIVE PLAN | POUGHKEEPSIE NY | 1,245 | $448.5M | $21.8M |
| 2 | SUGARCRM INC. SUGARCRM INC. RETIREMENT TRUST | SAN FRANCISCO CA | 223 | $32.4M | $697K |
| 3 | LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC. |
TAMPA FL |
| 455 |
| $6.0M |
| $457K |
| 4 | VOLTA CHARGING INDUSTRIES, LLC VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST | SAN FRANCISCO CA | 237 | $10.8M | $242K |
| 5 | RESOLVIT RESOURCES LLC RESOLVIT RESOURCES LLC 401(K) RETIREMENT PLAN | BELLEVUE WA | 101 | $7.2M | $83K |
| 6 | VINFEN CORPORATION VINFEN 401(A) COMPANY DEFINED CONTRIBUTION RETIREMENT PLAN | CAMBRIDGE MA | 2,841 | $69.3M | $40K |
