Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Balanced K Mutual Fund N/A in their Schedule of Assets, totaling $4.5M 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 | ADVANCED LIGHTING TECHNOLOGIES, LLC ADVANCED LIGHTING TECHNOLOGIES 401(K) RETIREMENT AND SAVINGS PLAN | GLENWILLOW OH | 506 | $66.4M | $2.8M |
| 2 | HOSPICE OF THE RED RIVER VALLEY HOSPICE OF THE RED RIVER VALLEY 401(K) PLAN | FARGO ND | 216 | $17.2M | $1.7M |
