Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Balanced Pooled Separate Account in their Schedule of Assets, totaling $793K 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 | IONQ, INC. IONQ 401(K) PLAN | COLLEGE PARK MD | 376 | $24.8M | $543K |
| 2 | NAZARETH HOME, INC. NAZARETH HOME, INC. 401(K) PLAN | LOUSIVILLE KY | 371 | $9.0M | $160K |
| 3 | GUARDIAN CREDIT UNION GUARDIAN CREDIT UNION 401(K) PLAN | MONTGOMERY AL |
| 246 |
| $14.0M |
| $90K |
