Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Balanced K6 Mutual fund in their Schedule of Assets, totaling $56.4M 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 | CLOUD SOFTWARE GROUP, INC. CITRIX SYSTEMS, INC. 401(K) PLAN | FORT LAUDERDALE FL | 2,051 | $1.6B | $40.4M |
| 2 | FARMERS AUTOMOBILE INSURANCE ASSOCIATION FARMERS AUTOMOBILE INSURANCE ASSOCIATION 401(K) SAVINGS PLAN | PEKIN IL | 689 | $119.4M | $4.2M |
| 3 | PINES OF SARASOTA HEALTHCARE, LLC |
SARASOTA FL |
| 231 |
| $5.7M |
| $2.7M |
| 4 | OAKWORTH CAPITAL BANK OAKWORTH CAPITAL BANK 401(K) PLAN | BIRMINGHAM AL | 160 | $20.9M | $2.5M |
| 5 | E.E. NEWCOMER ENTERPRISES, INC. E.E. NEWCOMER ENTERPRISES, INC. 401(K) RETIREMENT PLAN & TRUST | OLATHE KS | 3,441 | $174.0M | $1.4M |
| 6 | BIOBRIDGE GLOBAL BIOBRIDGE GLOBAL RETIREMENT PLAN | SAN ANTONIO TX | 766 | $65.1M | $994K |
| 7 | PRECISE SYSTEMS, INC. PRECISE SYSTEMS, INC. 401(K) PLAN | LEXINGTON PARK MD | 1,312 | $98.2M | $911K |
| 8 | MOTIVE TECHNOLOGIES INC. MOTIVE TECHNOLOGIES 401(K) PLAN | SAN FRANCISCO CA | 927 | $62.2M | $888K |
| 9 | MATTER SURFACES, INC. MATTER SURFACES, INC. 401(K) PLAN | STOUGHTON MA | 138 | $18.5M | $818K |
| 10 | ST. JOSEPH INFANT & MATERNITY HOME DBA ST. JOSEPH HOME OF CINCINNATI SJH RETIREMENT PLAN | CINCINNATI OH | 238 | $4.2M | $679K |
