Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Balanced K Fund in their Schedule of Assets, totaling $580.8M 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 | INTEGRIS HEALTH, INC. 403(B) RETIREMENT SAVINGS PLAN FOR INTEGRIS HEALTH, INC. | OKLAHOMA CITY OK | 12,869 | $1.1B | $396.3M |
| 2 | INTEGRIS 401(K) RETIREMENT SAVINGS PLAN FOR INTEGRIS HEALTH, INC. | OKLAHOMA CITY OK | 13,354 | $297.2M | $177.9M |
| 3 | TESSY PLASTICS CORP TESSY 401(K) RETIREMENT PLAN |
SKANEATELES NY |
| 1,200 |
| $85.1M |
| $3.2M |
| 4 | METAWATER USA, INC. METAWATER GROUP RETIREMENT PLAN | LOVES PARK IL | 293 | $65.7M | $2.8M |
| 5 | BREK MANUFACTURING CO. BREK MANUFACTURING CO. EMPLOYEE SAVINGS PLAN | GARDENA CA | 184 | $17.2M | $585K |
