Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Balanced K Fund Mutual fund in their Schedule of Assets, totaling $94.8M 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 | BAYLOR COLLEGE OF MEDICINE BAYLOR COLLEGE OF MEDICINE SECTION 403B | HOUSTON TX | 13,672 | $2.2B | $36.9M |
| 2 | BAYLOR COLLEGE OF MEDICINE BAYLOR COLLEGE OF MEDICINE RETIREMENT PLAN | HOUSTON TX | 11,162 | $2.0B | $28.2M |
| 3 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. |
LOWELL MA |
| 1,273 |
| $277.0M |
| $14.7M |
| 4 | BURKE, INC. BURKE, INC. PROFIT SHARING AND PAY DEFERRAL SAVINGS PLAN | CINCINNATI OH | 323 | $111.0M | $7.9M |
| 5 | THE HENRY J. KAISER FAMILY FOUNDATION THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN | SAN FRANCISCO CA | 211 | $115.6M | $4.2M |
| 6 | RAYMOURS FURNITURE COMPANY, INC. RAYMOURS FURNITURE COMPANY, INC. 401(K) AND PROFIT SHARING PLAN | LIVERPOOL NY | 5,288 | $266.5M | $2.7M |
| 7 | OCEAN MIST FARMS CALIFORNIA ARTICHOKE & VEGETABLE GROWERS CORPORATION DBA OCEAN MIST FARMS 401(K) & PROFIT SHARING PLAN | CASTROVILLE CA | 277 | $40.4M | $299K |
