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 N/R in their Schedule of Assets, totaling $709K 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 | MOVERS SPECIALTY SERVICE, INC. MOVERS SPECIALTY SERVICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MONTGOMERYVILLE PA | 325 | $45.3M | $664K |
| 2 | MOUNT SAINT MARY'S UNIVERSITY MOUNT SAINT MARY'S UNIVERSITY 403(B) RETIREMENT PL | LOS ANGELES CA | 555 | $124.4M | $46K |
