Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Balanced Fund n/a in their Schedule of Assets, totaling $4.0M 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 | MONTAPLAST OF NORTH AMERICA INC MONTAPLAST OF NORTH AMERICA INC 401(K) PLAN | FRANKFORT KY | 1,432 | $54.4M | $1.6M |
| 2 | ANIKA THERAPEUTICS, INC. ANIKA THERAPEUTICS, INC. 401(K) PLAN | BEDFORD MA | 259 | $38.9M | $1.1M |
| 3 | AMERICAN INTERNATIONAL RELOCATION SOLUTIONS, LLC |
PITTSBURGH PA |
| 612 |
| $52.9M |
| $975K |
| 4 | SAYARI LABS INC. SAYARI LABS INC 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 162 | $11.6M | $284K |
| 5 | CUMMINGS RESOURCES, LLC CUMMINGS RESOURCES RETIREMENT SAVINGS PLAN | NASHVILLE TN | 170 | $3.5M | $35K |
