Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Balanced K Fund " in their Schedule of Assets, totaling $22.6M 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 | UNITED PARCEL SERVICE COMPANY UPS/IBT LOCAL 2727 401(K) PLAN | LOUISVILLE KY | 1,912 | $508.1M | $19.1M |
| 2 | VITOL INC. VITOL INC. 401(K) PLAN | HOUSTON TX | 443 | $165.4M | $1.8M |
| 3 | HIGH GRADE BEVERAGE HIGH GRADE BEVERAGE 401(K) PLAN |
| 340 |
| $22.7M |
| $1.0M |
| 4 | STACKPATH MANAGEMENT, INC. STACKPATH MANAGEMENT, INC. 401(K) PLAN | DALLAS TX | 112 | $16.4M | $432K |
| 5 | AMERICAN FOOD & VENDING CORPORATION AMERICAN FOOD & VENDING CORPORATION 401(K) PLAN | SYRACUSE NY | 1,705 | $30.4M | $308K |
