Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Fidelity Fidelity Balanced Fund - in their Schedule of Assets, totaling $41.9M 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 | ELECTRONIC WARFARE ASSOCIATES, INC. ELECTRONIC WARFARE ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN | HERNDON VA | 771 | $70.7M | $7.0M |
| 2 | SOS INTERNATIONAL LLC SOS INTERNATIONAL LLC 401(K) PROFIT SHARING PLAN | RESTON VA | 1,695 | $173.7M | $3.9M |
| 3 | SAFRAN PASSENGER INNOVATIONS LLC SAFRAN PASSENGER INNOVATIONS LLC. 401K PLAN AND TRUST | BREA CA | 556 | $74.0M | $3.8M |
| 4 | GREENPEACE, INC. GREENPEACE, INC. SAVINGS PLAN | WASHINGTON DC | 132 | $29.2M | $3.4M |
| 5 | EDUCATIONAL FEDERAL CREDIT UNION EDUCATIONAL FEDERAL CREDIT UNION | MIAMI FL | 338 | $45.1M | $2.7M |
| 6 | LION GROUP, INC. LION GROUP, INC. PROFIT SHARING PLAN AND TRUST | DAYTON OH | 1,037 | $37.4M | $2.5M |
| 7 | MCCOLLISTER'S TRANSPORTATION SYSTEMS INC MCCOLLISTER'S TRANSPORTATION SYSTEMS, INC. 401(K) SAVINGS PLAN | BURLINGTON NJ | 413 | $29.4M | $2.1M |
| 8 | OUTOKUMPU STAINLESS USA, LLC OUTOKUMPU STAINLESS USA, LLC 401(K) PLAN | CALVERT AL | 989 | $130.1M | $1.9M |
| 9 | RESOURCE MANAGEMENT SERVICE, LLC RESOURCE MANAGEMENT SERVICE, LLC PROFIT SHARING PLAN AND TRUST | BIRMINGHAM AL | 148 | $52.2M | $1.4M |
| 10 | R-V INDUSTRIES, INC. R-V INDUSTRIES, INC. 401(K) & PROFIT SHARING PLAN | HONEY BROOK PA | 353 | $29.9M | $1.3M |
