Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fidelity Balanced Fund K in their Schedule of Assets, totaling $10.8M 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 | NATIONAL DEMOCRATIC INSTITUTE FOR INTERNATIONAL AFFAIRS NATIONAL DEMOCRATIC INSTITUTE FOR INTERNATIONAL AFFAIRS MONEY PURCHASE PENSION PLAN | WASHINGTON DC | 453 | $64.2M | $5.2M |
| 2 | NATIONAL DEMOCRATIC INSTITUTE FOR INTERNATIONAL AFFAIRS NDI 403(B) PLAN | WASHINGTON DC | 504 | $37.4M | $2.6M |
| 3 | ALUDYNE INC |
SOUTHFIELD MI |
| 2,108 |
| $99.4M |
| $2.3M |
| 4 | WEGMANN AUTOMOTIVE USA INC. WEGMANN AUTOMOTIVE USA INC. RETIREMENT AND SAVINGS PLAN | MURFREESBORO TN | 261 | $30.0M | $750K |
