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 K Fund in their Schedule of Assets, totaling $9.9M 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 | CHILDREN'S SPECIALTY GROUP, PLLC CHILDREN'S SPECIALTY GROUP, PLLC 401(K) PROFIT SHARING PLAN | NORFOLK VA | 499 | $222.3M | $9.9M |
| 2 | NOODLE PARTNERS, PBC (DBA NOODLE) NOODLE PARTNERS, PBC (DBA NOODLE) 401(K) PLAN | NEW YORK NY | 260 | $15.4M | $37K |
