Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Balanced K6 Fund Mutual fund in their Schedule of Assets, totaling $294.8M 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 | THALES USA, INC. THALES INCENTIVE 401(K) SAVINGS PLAN | ARLINGTON VA | 4,907 | $1.6B | $223.3M |
| 2 | EXEL INC. SUPPLY CHAIN RETIREMENT SAVINGS PLAN | WESTERVILLE OH | 35,590 | $1.2B | $53.3M |
| 3 | TSMC NORTH AMERICA INC TSMC NORTH AMERICA 401(K) PLAN |
SAN JOSE CA |
| 654 |
| $278.6M |
| $8.9M |
| 4 | EXEL INC. EXEL 401(K) SAVINGS PLAN | WESTERVILLE OH | 512 | $27.0M | $2.2M |
| 5 | THE WILLIAM AND FLORA HEWLETT FOUNDATION THE WILLIAM AND FLORA HEWLETT FOUNDATION 403(B) PLAN | MENLO PARK CA | 134 | $111.1M | $1.9M |
| 6 | CURINOS, INC. CURINOS, INC. 401(K) PLAN | NEW YORK NY | 386 | $73.2M | $1.6M |
| 7 | GOLDENTREE ASSET MANAGEMENT, LP GOLDENTREE ASSET MANAGEMENT RETIREMENT PLAN | NEW YORK NY | 282 | $75.3M | $1.3M |
| 8 | ADVISOR360 ADVISOR360 401(K) P/S PLAN | WESTON MA | 422 | $96.6M | $778K |
| 9 | BALLSTON SPA NATIONAL BANK BALLSTON SPA NATIONAL BANK SUPPLEMENTAL RETIREMENT SAVINGS PLAN | BALLSTON SPA NY | 136 | $19.8M | $736K |
| 10 | THOMAS & SKINNER, INC. THOMAS & SKINNER, INC. 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 96 | $6.9M | $360K |
