Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity® Balanced Fund Mutual funds a in their Schedule of Assets, totaling $1.1M 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 | OSTROW REISIN BERK & ABRAMS, LTD. ORBA EMPLOYEES' RETIREMENT SAVINGS PLAN | CHICAGO IL | 172 | $71.2M | $631K |
| 2 | RISING HOLDINGS, INC.,DBA RISING MEDICAL SOLUTIONS RISING MEDICAL SOLUTIONS, INC. 401(K) PLAN | CHICAGO IL | 197 | $22.2M | $478K |
