Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Balanced Fund Class K N/R in their Schedule of Assets, totaling $25.6M 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 | GLAZER'S, INC. GLAZER'S, INC. PROFIT SHARING PLAN AND TRUST | DALLAS TX | 1,859 | $191.9M | $24.8M |
| 2 | HEADINGTON COMPANIES, LLC. HEADINGTON COMPANIES, LLC | DALLAS TX | 186 | $55.3M | $801K |
