Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fidelity Balance Fund N/R in their Schedule of Assets, totaling $278K 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 | RED-ROCHESTER, LLC RED-ROCHESTER, LLC RETIREMENT PLAN | ROCHESTER NY | 130 | $16.6M | $278K |
