Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Balanced K6 Fund in their Schedule of Assets, totaling $3.4M 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 | IPSEN, INC. IPSEN, INC. EMPLOYEE SAVINGS PLAN | CHERRY VALLEY IL | 246 | $37.5M | $2.1M |
| 2 | HINSHAW & CULBERTSON LLP HINSHAW & CULBERTSON ASSOCIATES 401 (K) PLAN | CHICAGO IL | 442 | $25.4M | $1.2M |
