Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fidelity Balanced K6 Fund in their Schedule of Assets, totaling $2.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SYSTEMS & TECHNOLOGY RESEARCH LLC STR 401(K) RETIREMENT SAVINGS PLAN | WOBURN MA | 810 | $178.5M | $1.5M |
| 2 | KYMERA THERAPEUTICS, INC. KYMERA THERAPEUTICS, INC. 401(K) PROFIT SHARING PLAN TRUST | WATERTOWN MA | 190 | $24.8M | $464K |
