Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Fidelity investments Fidelity Balanced Fund in their Schedule of Assets, totaling $108.6M 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 | ORION ADVISOR SOLUTIONS, INC. ORION ADVISOR SOLUTIONS, INC. 401(K) PLAN | OMAHA NE | 1,361 | $146.6M | $31.9M |
| 2 | QUANTA SERVICES INC. QUANTA SERVICES, INC. 401(K) SAVINGS PLAN | HOUSTON TX | 45,713 | $2.2B | $18.7M |
| 3 | LAUREATE EDUCATION, INC. LAUREATE EDUCATION, INC. 401(K) RETIREMENT SAVINGS PLAN |
MIAMI FL |
| 43 |
| $171.0M |
| $12.4M |
| 4 | FIRST COMMUNITY BANCSHARES, INC. FIRST COMMUNITY BANCSHARES, INC.EMPLOYEES' PROFIT SHARING PLAN | KILLEEN TX | 2,688 | $142.3M | $8.7M |
| 5 | TPC GROUP LLC TPC GROUP RETIREMENT SAVINGS PLAN | HOUSTON TX | 537 | $164.9M | $7.6M |
| 6 | COMPTIA COMPUTING TECHNOLOGY INDUSTRY ASSOCIATION, INC. 401(K) PLAN | OAKBROOK TERRACE IL | 441 | $84.9M | $4.1M |
| 7 | INDEL POWER GROUP INDEL POWER GROUP 401(K) PLAN | PORTSMOUTH VA | 621 | $58.2M | $3.9M |
| 8 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $3.3M |
| 9 | WEBER-STEPHEN PRODUCTS LLC THE WEBER-STEPHEN PRODUCTS LLC 401(K) INCENTIVE SAVINGS PLAN | PALATINE IL | 1,127 | $119.2M | $2.8M |
| 10 | HASCO - SMOKER CRAFT, INC. HASCO 401K PLAN AND TRUST | NEW PARIS IN | 547 | $34.8M | $2.4M |
