Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fid Balanced K - in their Schedule of Assets, totaling $5.0M 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 | NATIONAL INDUSTRIES FOR THE BLIND DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF NATIONAL INDUSTRIES | ALEXANDRIA VA | 175 | $40.8M | $2.2M |
| 2 | TMF HEALTH QUALITY INSTITUTE TMF HEALTH QUALITY INSTITUTE 401(K) RETIREMENT SAVINGS PLAN | AUSTIN TX | 712 | $79.2M | $1.7M |
| 3 | NATIONAL INDUSTRIES FOR THE BLIND |
ALEXANDRIA VA |
| 177 |
| $20.7M |
| $1.2M |
