Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Balanced Z in their Schedule of Assets, totaling $4.1M 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 | ED MARTIN EAST, INC. ED MARTIN AUTO GROUP 401(K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 664 | $35.0M | $4.1M |
