Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Balanced Mutual fund n/a in their Schedule of Assets, totaling $2.9M 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 | GATE CITY BANK GATE CITY BANK RETIREMENT SAVINGS PLAN | FARGO ND | 803 | $79.7M | $1.4M |
| 2 | TOLOMATIC, INC. TOLOMATIC, INC. 401(K) & PROFIT SHARING PLAN | HAMEL MN | 244 | $40.5M | $1.0M |
| 3 | UINTAH BASIN MEDICAL CENTER UINTAH BASIN MEDICAL CENTER 401K PROFIT SHARING PLAN |
ROOSEVELT UT |
| 927 |
| $71.2M |
| $334K |
| 4 | ASHBY LUMBER COMPANY ASHBY LUMBER COMPANY 401(K) PROFIT SHARING PLAN | BERKELEY CA | 151 | $17.0M | $173K |
