Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Funds Balanced Fund in their Schedule of Assets, totaling $8.2M 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 | ARROW FINANCIAL CORPORATION ARROW FINANCIAL CORPORATION PROFIT SHARING 401(K) PLAN | GLENS FALLS NY | 541 | $40.4M | $5.0M |
| 2 | PLACON CORPORATION PLACON CORPORATION RETIREMENT PLAN | FITCHBURG WI | 641 | $71.8M | $3.1M |
| 3 | NORTH CENTRAL EQUITY LLC NORTH CENTRAL EQUITY LLC 401(K) PLAN |
MINNEAPOLIS MN |
| 419 |
| $6.4M |
| $110K |
