Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments Balanced - in their Schedule of Assets, totaling $3.3M 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 | PRIME HEALTHCARE, PC PRIME HEALTHCARE, PC 401(K) PLAN | WETHERSFIELD CT | 243 | $41.4M | $2.2M |
| 2 | PACIFIC NORTHWEST BALLET PACIFIC NORTHWEST BALLET ASSOCIATION EMPLOYEE BENEFIT PLAN (STAFF) | SEATTLE WA | 185 | $14.1M | $656K |
| 3 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN |
NEW YORK NY |
| 853 |
| $139.5M |
| $145K |
| 4 | G.E. FOODLAND, INC. G.E. FOODLAND RETIREMENT PLAN | CARROLLTON TX | 333 | $13.9M | $134K |
| 5 | SAITECH INC. SAITECH, INC. 401(K) PLAN | ROCKVILLE MD | 75 | $11.4M | $118K |
| 6 | YWCA OF SEATTLE-KING COUNTY-SNOHOMISH COUNTY YWCA SEATTLE KING COUNTY SNOHOMISH COUNTY 403(B) PLAN | SEATTLE WA | 53 | $3.4M | $37K |
