Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Fidelity Balanced in their Schedule of Assets, totaling $13.5M 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 | COLUMBIA BANK COLUMBIA BANK SAVINGS AND INVESTMENT PLAN | FAIR LAWN NJ | 806 | $141.7M | $6.7M |
| 2 | UNITY HEALTH UNITY HEALTH RETIREMENT PLAN | SEARCY AR | 1,626 | $75.3M | $2.5M |
| 3 | FARM JOURNAL, INC. FARM JOURNAL, INC. 401(K) SAVINGS PLAN |
| 260 |
| $29.4M |
| $1.7M |
| 4 | S.W. BAJUS, LTD. S.W. BAJUS, LTD. 401K PLAN & TRUST | ST. DAVIDS PA | 69 | $7.9M | $1.3M |
| 5 | PEDIATRIC ACADEMIC ASSOCIATION,INC. PEDIATRIC ACADEMIC ASSOCIATION, INC. 403(B) TAX-SHELTERED ANNUITY PLAN | COLUMBUS OH | 558 | $122.7M | $352K |
| 6 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 403(B) RETIREMENT PLAN | BOSTON MA | 760 | $305.3M | $290K |
| 7 | ENGLERT, INC. ENGLERT, INC. PROFIT SHARING PLAN & TRUST | PERTH AMBOY NJ | 1,749 | $23.7M | $252K |
| 8 | UNITY HEALTH UNITY HEALTH 403(B) RETIREMENT PLAN | SEARCY AR | 1,192 | $49.8M | $136K |
| 9 | SPORTS ENDEAVORS, LLC SPORTS ENDEAVORS, LLC 401(K) PLAN | HILLSBOROUGH NC | 593 | $56.6M | $132K |
| 10 | ENVIRONMENTAL DESIGNS, INC. THE WINTERBERRY GROUP RETIREMENT PLAN | SOUTHINGTON CT | 220 | $4.6M | $57K |
