Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Fidelity Balanced K # in their Schedule of Assets, totaling $331.1M 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 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES PENSION PLAN | MINNEAPOLIS MN | 4,357 | $644.1M | $217.8M |
| 2 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES 403B PLAN | MINNEAPOLIS MN | 24,777 | $3.3B | $90.5M |
| 3 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES 403B PLAN FOR MNA EMPLOYEES |
MINNEAPOLIS MN |
| 4,784 |
| $454.8M |
| $9.3M |
| 4 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES 401(K) PLAN | MINNEAPOLIS MN | 2,882 | $175.9M | $4.0M |
| 5 | EXP U.S. SERVICES, INC. EXP U.S. SERVICES, INC. SAVING AND RETIREMENT PLAN | CHICAGO IL | 1,132 | $230.7M | $3.4M |
| 6 | JACKSON HOLE MOUNTAIN RESORT CORPORATION JACKSON HOLE MOUNTAIN RESORT 401(K) PLAN | TETON VILLAGE WY | 1,668 | $33.4M | $1.9M |
| 7 | EBENEZER SOCIETY EBENEZER SOCIETY 401(K) PROFIT-SHARING PLAN | EDINA MN | 4,870 | $64.4M | $1.2M |
| 8 | HOME BUILDERS INSTITUTE HOME BUILDERS INSTITUTE PENSION AND PROFIT SHARING PLAN | WASHINGTON DC | 255 | $23.8M | $1.1M |
| 9 | FRAZIER INDUSTRIAL COMPANY FRAZIER INDUSTRIAL CO. SAVINGS AND INVESTMENT RETIREMENT PLAN | LONG VALLEY NJ | 675 | $40.6M | $616K |
| 10 | IDEALEASE, INC. IDEALEASE INC. 401(K) PLAN | NORTH BARRINGTON IL | 155 | $24.2M | $516K |
