Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Balance Fund in their Schedule of Assets, totaling $4.0M 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 | BAILLIE LUMBER CO., L.P. BAILLIE LUMBER CO., L.P. 401(K) PLAN | HAMBURG NY | 861 | $78.8M | $3.1M |
| 2 | HORIZON FOREST PRODUCTS, L.P. HORIZON FOREST PRODUCTS, L.P. 401(K) PLAN | RALEIGH NC | 303 | $20.9M | $854K |
