Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Fid Balanced in their Schedule of Assets, totaling $5.1M 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 | LERA CONSULTING STRUCTURAL ENGINEERS, R.L.L.P. LERA CONSULTING STRUCTURAL ENGINEERS, R.L.L.P. SALARY REDUCTION PROFIT SHARING PLAN | NEW YORK NY | 90 | $50.5M | $3.2M |
| 2 | LAFAYETTE 148, INC. LAFAYETTE 148 INC. 401(K) PLAN | BROOKLYN NY | 283 | $45.7M | $981K |
| 3 | CORNERSTONE COMMUNITY FINANCIAL CREDIT UNION |
AUBURN HILLS MI |
| 92 |
| $10.4M |
| $477K |
| 4 | JEFFERSON UNIVERSITY PHYSICIANS JEFFERSON UNIVERSITY PHYSICIANS RETIREMENT PLAN | PHILADELPHIA PA | 3,407 | $520.9M | $233K |
| 5 | AUSTIN FIRE SYSTEMS, LLC AUSTIN FIRE SYSTEMS, LLC 401(K) PLAN | PRAIRIEVILLE LA | 211 | $8.1M | $162K |
| 6 | ACT PIPE AND SUPPLY, INC. ACT PIPE & SUPPLY 401(K) PLAN | HOUSTON TX | 286 | $11.3M | $91K |
| 7 | IATSE 127 IATSE LOCAL 127 PENSION PLAN | DALLAS TX | 2,572 | $8.7M | $11K |
