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 funds in their Schedule of Assets, totaling $120.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CDI MANAGEMENT CORP CDI MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN | ST. LOUIS PARK MN | 3,167 | $319.9M | $102.3M |
| 2 | REGENCY CENTERS REGENCY CENTERS 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 489 | $165.2M | $10.6M |
| 3 | JENZABAR, INC. JENZABAR, INC. 401(K) PLAN |
HARRISONBURG VA |
| 548 |
| $102.6M |
| $4.7M |
| 4 | BSC COMPANIES, INC. BSC COMPANIES, INC. SAVINGS AND PROFIT SHARING PLAN | BOSTON MA | 196 | $34.9M | $1.3M |
| 5 | BUFFALO EXCHANGE LTD. BUFFALO EXCHANGE LTD. 401(K) PLAN | TUCSON AZ | 796 | $8.3M | $457K |
| 6 | CELLOFOAM NORTH AMERICA INC CELLOFOAM NORTH AMERICA, INC. SAVINGS PLAN | CONYERS GA | 350 | $7.8M | $428K |
| 7 | VITALSMARTS, LC VITALSMARTS 401(K) PLAN | PROVO UT | 248 | $22.6M | $349K |
| 8 | STONEHILL COLLEGE STONEHILL COLLEGE 403(B) RETIREMENT SAVINGS PLAN | NORTH EASTON MA | 815 | $239.9M | $107K |
| 9 | PHILLIPS BROOKS SCHOOL PHILLIPS BROOKS SCHOOL 403(B) DC PLAN | MENLO PARK CA | 81 | $16.5M | $21K |
