Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Balanced Fund (K6) in their Schedule of Assets, totaling $154K 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 | BARNEY TRUCKING, INC. RETIREMENT INCOME SECURITY PLAN-BARNEY TRUCKING | SALINA UT | 642 | $18.3M | $130K |
| 2 | TERAFLEX, INC. RETIREMENT INCOME SECURITY PLAN-TERAFLEX, INC. | WEST JORDAN UT | 109 | $4.2M | $20K |
| 3 | NIGHTINGALE COLLEGE, LLC RETIREMENT INCOME SECURITY PLAN-NIGHTINGALE COLLEGE, LLC |
SALT LAKE CITY UT |
| 697 |
| $8.5M |
| $3K |
