Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Balanced Mutual fund a in their Schedule of Assets, totaling $896K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | XR TRADING LLC XR TRADING LLC 401(K) PLAN | CHICAGO IL | 84 | $48.6M | $785K |
| 2 | MILAEGER'S INC. MILAEGER'S INC. PROFIT SHARING PLAN | RACINE WI | 126 | $7.6M | $110K |
