Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Fid Balanced K6 in their Schedule of Assets, totaling $11.5M 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 | ASHTABULA COUNTY MEDICAL CENTER ACMC SYSTEM SAVINGS INVESTMENT PLAN | ASHTABULA OH | 1,488 | $106.3M | $3.9M |
| 2 | ZWANGER & PESIRI RADIOLOGY GROUP ZWANGER & PESIRI RADIOLOGY GROUP 401(K) PLAN | LINDENHURST NY | 1,032 | $114.3M | $2.4M |
| 3 | REINAUER TRANSPORTATION COMPANIES, LLC |
STATEN ISLAND NY |
| 182 |
| $71.2M |
| $2.0M |
| 4 | ISCAR METALS, INC. ISCAR METALS 401(K) PLAN | ARLINGTON TX | 368 | $69.6M | $998K |
| 5 | REINAUER TRANSPORTATION COMPANIES, LLC REINAUER TRANSPORTATION COMPANIES, LLC RETIREMENT AND INVESTMENT PLAN #3 | STATEN ISLAND NY | 427 | $74.6M | $840K |
| 6 | CITADEL FEDERAL CREDIT UNION CITADEL RETIREMENT PLAN | EXTON PA | 554 | $84.1M | $627K |
| 7 | THERAPY 2000, INC. T2K 401(K) PLAN | IRVING TX | 942 | $30.6M | $508K |
| 8 | JIM BURKE FORD JIM BURKE FORD 401(K) PLAN | BAKERSFIELD CA | 290 | $28.8M | $178K |
| 9 | CONVENIENTMD LLC CONVENIENTMD LLC 401(K) PLAN | PORTSMOUTH NH | 1,410 | $13.1M | $24K |
| 10 | ROA MANAGEMENT HOLDING, LLC REAGAN OUTDOOR ADVERTISING PROFIT SHARING 401(K) PLAN | SALT LAKE CITY UT | 157 | $13.9M | $1K |
