Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Balanced Fund N/R in their Schedule of Assets, totaling $887K 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 | VALLEY EXPRESS LLC VALLEY EXPRESS LLC 401(K) AND PROFIT SHARING PLAN | OSHKOSH WI | 261 | $11.4M | $753K |
| 2 | SOUTHWEST SOLUTIONS MISIDE COMMUNITY IMPACT NETWORK ERISA 403(B) PLAN | DETROIT MI | 177 | $11.5M | $103K |
| 3 | COMMUNITY BANK COMMUNITY BANK 401K PROFIT SHARING PLAN |
WAYNESBURG PA |
| 147 |
| $17.9M |
| $30K |
