Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Balanced K Mutual Funds in their Schedule of Assets, totaling $4.1M 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 | WOLLMUTH MAHER & DEUTSCH, LLP WOLLMUTH MAHER & DEUTSCH LLP 401(K) PLAN | NEW YORK NY | 47 | $43.2M | $3.4M |
| 2 | RED RIVER VALLEY & WESTERN RAILROAD CO. RRVW-TCW INCENTIVE COMPENSATION SAVINGS PLAN | WAHPETON ND | 194 | $44.1M | $402K |
| 3 | ARM GROUP LLC ARM GROUP ENTERPRISES 401(K) PLAN |
HERSHEY PA |
| 267 |
| $31.9M |
| $320K |
