Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Balanced Z Mutual Fund N/A in their Schedule of Assets, totaling $1.3M 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 | UNIVERSITY OF MARY UNIVERSITY OF MARY EMPLOYEE RETIREMENT PLAN | BISMARCK ND | 460 | $71.7M | $803K |
| 2 | SAKAKAWEA MEDICAL CENTER HAZEN MEMORIAL HOSPITAL ASSOCIATION 401(K) RETIREMENT PLAN | HAZEN ND | 123 | $13.8M | $172K |
| 3 | TMI GROUP INCORPORATED TMI 401(K) PROFIT SHARING TRUST |
DICKINSON ND |
| 255 |
| $30.5M |
| $170K |
| 4 | NORTHWEST TIRE, INC. NORTHWEST TIRE, INC. 401(K) PROFIT SHARING PLAN | BISMARCK ND | 252 | $18.5M | $145K |
