Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Fidelity Balanced Mutual fund -- in their Schedule of Assets, totaling $76.5M 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 | KELLEY DRYE & WARREN LLP KELLEY DRYE & WARREN LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 556 | $442.3M | $31.2M |
| 2 | CADENCE BANK CADENCE 401(K) PROFIT-SHARING PLAN | TUPELO MS | 5,423 | $817.1M | $16.1M |
| 3 | DEXCOM INC DEXCOM, INC. 401(K) PLAN |
SAN DIEGO CA |
| 5,331 |
| $448.9M |
| $6.1M |
| 4 | VAREX IMAGING CORPORATION VAREX IMAGING CORPORATION 401(K) RETIREMENT PLAN | SALT LAKE CITY UT | 1,248 | $163.9M | $4.5M |
| 5 | NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) TAX SHELTERED ANNUITY PLAN | OKLAHOMA CITY OK | 351 | $16.5M | $4.2M |
| 6 | TOYO TIRE HOLDINGS OF AMERICAS INC. TOYO RETIREMENT PLAN | COSTA MESA CA | 2,293 | $120.9M | $3.5M |
| 7 | GRANGE INSURANCE ASSOCIATION GRANGE INSURANCE ASSOCIATION SAVINGS & INVESTMENT PLAN | SEATTLE WA | 185 | $51.5M | $2.1M |
| 8 | AMERICAN FURNITURE WAREHOUSE AMERICAN FURNITURE WAREHOUSE 401(K) PLAN | ENGLEWOOD CO | 3,255 | $96.0M | $1.7M |
| 9 | BREVARD PHYSICIAN ASSOCIATES, PLLC BREVARD PHYSICIAN ASSOCIATES 401(K) PROFIT SHARING PLAN | MELBOURNE FL | 242 | $120.8M | $1.5M |
| 10 | BAZAARVOICE, INC. BAZAARVOICE 401(K) PLAN | AUSTIN TX | 866 | $98.6M | $850K |
