Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Balanced Fund- Class K in their Schedule of Assets, totaling $13.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STARFISH HOLDINGS, INC. STARFISH HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | HUNTSVILLE AL | 1,324 | $388.9M | $6.9M |
| 2 | STARFISH HOLDINGS, INC. STARFISH HOLDINGS 401K RETIREMENT PLAN | HUNTSVILLE AL | 1,876 | $303.8M | $5.1M |
| 3 | FEIT ELECTRIC COMPANY, INC. FEIT ELECTRIC COMPANY, INC. 401(K) PLAN |
PICO RIVERA CA |
| 180 |
| $17.3M |
| $1.1M |
| 4 | TALASCEND, LLC TALASCEND, LLC 401(K) PLAN | TROY MI | 895 | $18.1M | $317K |
| 5 | THE CHAMBERLAIN GROUP LLC CHAMBERLAIN 401(K) PLAN | OAK BROOK IL | 1,806 | $348.5M | $24K |
