Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Fidelity Balanced K6 in their Schedule of Assets, totaling $5.7M 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 | AMERICAS STYRENICS LLC AMERICAS STYRENICS LLC 401(K) SAVINGS AND PROFIT SHARING PLAN | THE WOODLANDS TX | 438 | $213.8M | $4.0M |
| 2 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER UT | — | $649.1M | $1.2M |
| 3 | VIRGINIA WOMENS CENTER, INC. |
RICHMOND VA |
| 354 |
| $48.3M |
| $272K |
| 4 | EVOLVEHR V, INC. EVOLVEHR RETIREMENT PLAN | CHICAGO IL | 659 | $40.6M | $238K |
| 5 | GRANTWORKS, INC GRANTWORKS, INC 401(K) RETIREMENT PLAN | AUSTIN TX | 292 | $13.4M | $17K |
