Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Balanced K Fund Mutual Fund N/A in their Schedule of Assets, totaling $2.5M 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 | PARALYZED VETERANS OF AMERICA PARALYZED VETERANS OF AMERICA - INCENTIVE SAVINGS PLAN | WASHINGTON DC | 272 | $50.6M | $2.5M |
