Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Balanced K Mutual fund - in their Schedule of Assets, totaling $64.0M 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 | ONEOK, INC. ONEOK, INC. 401(K) PLAN | TULSA OK | 5,150 | $1.4B | $42.5M |
| 2 | TRANSWESTERN COMMERCIAL SERVICES LLC TRANSWESTERN 401(K) PLAN | CHICAGO IL | 1,760 | $256.4M | $6.7M |
| 3 | AUTOMATIONDIRECT.COM INC. AUTOMATIONDIRECT.COM 401(K) PLAN |
| 394 |
| $107.6M |
| $6.5M |
| 4 | KEAN MILLER LLP KEAN MILLER LLP SELF EMPLOYED RETIREMENT PLAN AND TRUST | BATON ROUGE LA | 375 | $162.9M | $4.0M |
| 5 | COFFEE REGIONAL MEDICAL CENTER COFFEE REGIONAL MEDICAL CTR INC EMPLOYEE SAVINGS & RETIREMENT | DOUGLAS GA | 1,171 | $57.1M | $1.2M |
| 6 | THE HAARTZ CORPORATION THE HAARTZ CORPORATION 401(K) AND PROFIT SHARING PLAN | ACTON MA | 454 | $120.2M | $869K |
| 7 | 21ST CENTURY EQUIPMENT, LLC 21ST CENTURY EQUIPMENT, LLC 401(K) PLAN | SCOTTSBLUFF NE | 647 | $42.6M | $694K |
| 8 | EVERGREEN RECYCLING, LLC EVERGREEN RECYCLING, LLC 401(K) PLAN | HOUSTON TX | 358 | $7.1M | $690K |
| 9 | IQE, INC. IQE USA 401(K) PLAN | GREENSBORO NC | 132 | $40.6M | $409K |
| 10 | ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC. ACCLAMATION INSURANCE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 249 | $16.4M | $369K |
