Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Balanced K in their Schedule of Assets, totaling $52.7M 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 | FREEPORT HEALTH NETWORK FHN MATCHING TAX DEFERRED ANNUITY PLAN | FREEPORT IL | 1,608 | $158.4M | $47.8M |
| 2 | NORMANDEAU ASSOCIATES, INC. NORMANDEAU ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | BEDFORD NH | 122 | $33.2M | $2.4M |
| 3 | FAMILY HEALTH, INC. FAMILY HEALTH, INC. RETIREMENT PLAN |
GREENVILLE OH |
| 324 |
| $41.2M |
| $2.4M |
