Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Balanced K6 Fund " in their Schedule of Assets, totaling $29.3M 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 | BOTTOMLINE TECHNOLOGIES, INC. BOTTOMLINE TECHNOLOGIES 401(K) PLAN | PORTSMOUTH NH | 1,267 | $242.2M | $7.3M |
| 2 | W. B. MASON CO. INC. W. B. MASON COMPANY RETIREMENT 401(K) PLAN & TRUST | BROCKTON MA | 2,781 | $204.9M | $5.9M |
| 3 | COBURN SUPPLY COMPANY, INC. EMPLOYEES 401(K) PLAN OF COBURN SUPPLY COMPANY, INC. |
BEAUMONT TX |
| 1,206 |
| $84.9M |
| $3.7M |
| 4 | VALLEN DISTRIBUTION, INC. VALLEN DISTRIBUTION, INC. 401(K) PLAN | BELMONT NC | 2,902 | $240.3M | $3.6M |
| 5 | ARCATA ASSOCIATES, INC. ARCATA ASSOCIATES, INC. 401(K) PLAN | LAS VEGAS NV | 342 | $63.0M | $2.4M |
| 6 | PREIT SERVICES, LLC PREIT SERVICES, LLC PROFIT-SHARING 401(K) PLAN | PHILADELPHIA PA | 194 | $53.1M | $1.6M |
| 7 | GRANITE CITY ELECTRIC SUPPLY CO. GRANITE CITY ELECTRIC SUPPLY PROFIT SHARING 401(K) PLAN | QUINCY MA | 448 | $42.9M | $1.3M |
| 8 | ARRAY TECH, INC. ARRAY TECH, INC. 401(K) PLAN | ALBUQUERQUE NM | 459 | $25.2M | $910K |
| 9 | WORTHEN INDUSTRIES, INC. WORTHEN INDUSTRIES, INC. PROFIT SHARING AND SAVINGS PLAN | NASHUA NH | 295 | $36.4M | $638K |
| 10 | L.E. WOOTEN & COMPANY DBA THE WOOTEN COMPANY L.E. WOOTEN & COMPANY PROFIT SHARING SAVINGS PLAN | RALEIGH NC | 100 | $20.2M | $513K |
