Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments Fid Balanced K in their Schedule of Assets, totaling $12.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AVIAGEN, INC. AVIAGEN, INC. 401(K) RETIREMENT PLAN | HUNTSVILLE AL | 2,096 | $141.6M | $6.2M |
| 2 | FOUNDATION RISK PARTNERS CORP FOUNDATION RISK PARTNERS 401(K) PLAN | ORMOND BEACH FL | 2,455 | $186.6M | $3.1M |
| 3 | INDEPENDENT PURCHASING COOPERATIVE, INC. INDEPENDENT PURCHASING COOPERATIVE, INC. 401(K) PLAN AND TRUST |
MIAMI FL |
| 148 |
| $60.8M |
| $1.6M |
| 4 | UMC GROUP (USA) UMC 401(K) PLAN | SUNNYVALE CA | 73 | $43.7M | $980K |
| 5 | RIDER LEVETT BUCKNALL LTD RIDER LEVETT BUCKNALL LTD 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 213 | $23.5M | $897K |
| 6 | BLUE RIDGE BANK & TRUST COMPANY BLUE RIDGE BANK & TRUST CO. 401(K) PROFIT SHARING PLAN | INDEPENDENCE MO | 130 | $10.6M | $19K |
| 7 | CYANCO HOLDING CORPORATION CYANCO 401(K) PLAN | SUGAR LAND TX | 80 | $12.9M | $2K |
