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 K in their Schedule of Assets, totaling $11.9M 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 | PHYSICAL SCIENCES INC. PHYSICAL SCIENCES INC. 401(K) PLAN | ANDOVER MA | 260 | $79.2M | $3.6M |
| 2 | TRIMAS CORPORATION TRIMAS CORPORATION SALARIED RETIREMENT PROGRAM | BLOOMFIELD HILLS MI | 582 | $121.1M | $3.3M |
| 3 | PACKAGING COORDINATORS INC. PACKAGING COORDINATORS, INC. 401(K) SAVINGS PLAN |
PHILADELPHIA PA |
| 4,091 |
| $188.1M |
| $2.7M |
| 4 | SCIENTIFIC PROTEIN LABORATORIES LLC SCIENTIFIC PROTEIN LABORATORIES LLC 401(K) PLAN | WAUNAKEE WI | 199 | $43.2M | $1.6M |
| 5 | TRIMAS CORPORATION TRIMAS CORPORATION HOURLY RETIREMENT PROGRAM | BLOOMFIELD HILLS MI | 1,590 | $84.9M | $645K |
