Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Balanced K6* in their Schedule of Assets, totaling $58.4M 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 | CENTERVIEW PARTNERS LLC CENTERVIEW PARTNERS LLC 401(K) PLAN | NEW YORK NY | 450 | $72.9M | $15.0M |
| 2 | NAVITUS HEALTH SOLUTIONS, LLC NAVITUS HEALTH SOLUTIONS, LLC RETIREMENT PLAN | MADISON WI | 1,918 | $145.1M | $14.1M |
| 3 | MINER'S INC. MINER'S, INC. 401(K) PLAN |
HERMANTOWN MN |
| 3,042 |
| $73.1M |
| $8.1M |
| 4 | NATIONAL ASSOCIATION OF HOME BUILDERS OF THE U.S NATIONAL ASSOCIATION OF HOME BUILDERS RETIREMENT PLAN | WASHINGTON DC | 260 | $127.1M | $7.3M |
| 5 | INSTITUTE OF INTERNATIONAL EDUCATION, INC. INSTITUTE OF INTERNATIONAL EDUCATION 403(B) RETIREMENT PLAN | NEW YORK NY | 556 | $145.1M | $3.2M |
| 6 | ALLIANT CREDIT UNION ALLIANT CREDIT UNION 401(K) PLAN | CHICAGO IL | 873 | $137.2M | $3.0M |
| 7 | LEK CONSULTING LLC LEK CONSULTING 401(K) PLAN | BOSTON MA | 683 | $190.2M | $2.3M |
| 8 | CWS CORPORATE LEASING, LLC CWS CORPORATE LEASING, LLC 401(K) PLAN | ROUND ROCK TX | 83 | $6.9M | $2.0M |
| 9 | DREAMWEAR INC. DREAMWEAR INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 129 | $17.5M | $1.1M |
| 10 | ROUSSELOT, INC. ROUSSELOT, INC. 401(K) PROFIT SHARING PLAN | DUBUQUE IA | 97 | $29.9M | $1.1M |
