Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments* Fidelity Balanced K6 Fund in their Schedule of Assets, totaling $12.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UTZ QUALITY FOODS, LLC UTZ QUALITY FOODS, LLC PROFIT SHARING/401(K) PLAN | HANOVER PA | 3,057 | $274.5M | $6.5M |
| 2 | CAMBREX CORPORATION CAMBREX CORPORATION SAVINGS PLAN | EAST RUTHERFORD NJ | 1,024 | $155.1M | $5.1M |
| 3 | TRINITY MEDICAL WNY PC TRINITY MEDICAL WNY 403(B) PLAN |
BUFFALO NY |
| 527 |
| $23.0M |
| $682K |
| 4 | SIGMA ELECTRIC MANUFACTURING CORPORATION SIGMA ENGINEERED SOLUTIONS RETIREMENT PLAN | GARNER NC | 376 | $24.0M | $63K |
| 5 | ALKU, LLC ALKU 401(K) PLAN | ANDOVER MA | 1,788 | $65.3M | $30K |
| 6 | CAVENDER CADILLAC COMPANY CAVENDER COMPANIES 401(K) PLAN | SAN ANTONIO TX | 797 | $23.2M | $10K |
