Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Balanced K in their Schedule of Assets, totaling $83.9M 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 | CENTRACARE HEALTH SYSTEM CENTRACARE HEALTH SYSTEM RETIREMENT PLAN | SAINT CLOUD MN | 11,676 | $1.2B | $30.2M |
| 2 | KEMIRA WATER SOLUTIONS, INC. KEMIRA GROUP 401(K) PLAN | ATLANTA GA | 796 | $309.7M | $15.1M |
| 3 | PERNOD RICARD USA, LLC SAVINGS PLAN FOR EMPLOYEES OF PERNOD RICARD USA, LLC |
NEW YORK NY |
| 1,334 |
| $357.9M |
| $13.5M |
| 4 | KEMIRA CHEMICALS, INC. KEMIRA GROUP 401(K) PLAN | ATLANTA GA | 1,024 | $285.7M | $10.6M |
| 5 | PEAK TECHNOLOGIES, INC. PEAK TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | LINTHICUM HEIGHTS MD | 790 | $93.4M | $2.8M |
| 6 | THE MCCALLIE SCHOOL THE MCCALLIE SCHOOL 401(K) PLAN | CHATTANOOGA TN | 336 | $57.7M | $2.6M |
| 7 | FAIRVIEW HEALTH SERVICES GRAND ITASCA CLINIC & HOSPITAL 401(K) PLAN AND TRUST | GRAND RAPIDS MN | 828 | $114.0M | $2.6M |
| 8 | OKLAHOMA BLOOD INSTITUTE OKLAHOMA BLOOD INSTITUTE 401(K) PLAN | OKLAHOMA CITY OK | 1,109 | $51.3M | $1.8M |
| 9 | ORCHID MPS HOLDINGS, LLC ORCHID MPS HOLDINGS 401(K) PROFIT SHARING PLAN | MASON MI | 1,364 | $106.5M | $1.2M |
| 10 | ORCHID MPS HOLDINGS, LLC ORCHID MPS HOLDINGS 401(K) PROFIT SHARING PLAN | MASON MI | 1,364 | $106.5M | $1.2M |
