Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Fidelity Balanced Fund—Class K in their Schedule of Assets, totaling $118.2M 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 | SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM SCL HEALTH 401(K) RETIREMENT SAVINGS PLAN | BROOMFIELD CO | 13,884 | $1.5B | $96.0M |
| 2 | TK ELEVATOR CORPORATION TK ELEVATOR RETIREMENT SAVINGS PLAN | ATLANTA GA | 3,865 | $667.7M | $17.5M |
| 3 | ALTA ENTERPRISES, LLC ALTA EQUIPMENT COMPANY 401(K) PLAN & TRUST |
LIVONIA MI |
| 2,507 |
| $172.1M |
| $1.7M |
| 4 | MSD PARTNERS, L.P. MSD PARTNERS, L.P. 401(K) PLAN | NEW YORK NY | 155 | $52.9M | $1.1M |
| 5 | TAIHO ONCOLOGY, INC. TAIHO ONCOLOGY 401(K) PROFIT SHARING PLAN | PRINCETON NJ | 397 | $123.9M | $612K |
| 6 | CTG, LLC CLEANING TECHNOLOGIES GROUP, LLC 401(K) PROFIT SHARING RETIREMENT PLAN | CINCINNATI OH | 175 | $21.0M | $505K |
| 7 | THE CROSBY COMPANY OF NEW HAMPSHIRE, LLC THE CROSBY COMPANY OF NEW HAMPSHIRE, LLC 401(K) PLAN | SALEM NH | 196 | $69.5M | $500K |
| 8 | DON SERVICES, INC. DON SERVICES, INC. 401(K) PROFIT SHARING PLAN | NEW CASTLE PA | 450 | $2.5M | $281K |
