Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Balanced Registered investment company in their Schedule of Assets, totaling $11.1M 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 | CORCORAN MANAGEMENT COMPANY, INC. CORCORAN COMPANIES PROFIT SHARING PLAN | BRAINTREE MA | 393 | $51.1M | $3.8M |
| 2 | ALLIES INC. ALLIES, INC. 401(K) PLAN | HAMILTON NJ | 958 | $13.8M | $2.4M |
| 3 | TEIKAMETRICS, INC. TEIKAMETRICS 401(K) PLAN |
| 97 |
| $8.6M |
| $1.7M |
| 4 | WAVETRONIX, LLC WAVETRONIX RETIREMENT PLAN | SPRINGVILLE UT | 329 | $48.5M | $1.4M |
| 5 | CONCORD OPHTHALMOLOGIC ASSOCIATES PA CONCORD EYE CENTER EMPLOYEE PROFIT SHARING PLAN | CONCORD NH | 158 | $31.6M | $1.2M |
| 6 | A.B. DATA, LTD. A.B. DATA GROUP RETIREMENT AND SAVINGS PLAN | MILWAUKEE WI | 267 | $22.2M | $186K |
| 7 | ESYSTEMS, INC. ESYSTEMS, INC. 401(K) PLAN | MONMOUTH JUNCTION NJ | 114 | $7.5M | $141K |
| 8 | MINDGRUB TECHNOLOGIES LLC MINDGRUB TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN AND TRUST | BALTIMORE MD | 75 | $7.2M | $111K |
| 9 | T3W BUSINESS SOLUTIONS, INC. T3W BUSINESS SOLUTIONS, INC. 401(K) PLAN | SAN DIEGO CA | 147 | $7.3M | $59K |
