Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Balanced N/R in their Schedule of Assets, totaling $6.8M 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 | YALE-NEW HAVEN HOSPITAL, INC. YALE-NEW HAVEN HOSPITAL AND TAX-EXEMPT AFFLILIATES RETIREMENT SAVINGS PLAN | NEW HAVEN CT | 22,243 | $1.1B | $6.6M |
| 2 | AMERICAN OUTDOOR BRANDS, INC. AMERICAN OUTDOOR BRANDS, INC. PROFIT SHARING AND INVESTMENT PLAN | COLUMBIA MO | 266 | $20.6M | $228K |
| 3 | CORPORATE PROFESSIONAL BUSINESS SERVICES INC. |
NEW HAVEN CT |
| 91 |
| $35.9M |
| $5K |
