Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments* Fidelity Balanced K6 in their Schedule of Assets, totaling $5.9M 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 | SINNISSIPPI CENTERS, INC. SINNISSIPPI CENTERS RETIREMENT PLAN | DIXON IL | 303 | $12.3M | $1.9M |
| 2 | WINEGARD COMPANY WINEGARD COMPANY PROFIT SHARING & 401(K) PLAN | BURLINGTON IA | 206 | $26.1M | $1.7M |
| 3 | VDM METALS USA, LLC VDM METALS USA, LLC 401(K) RETIREMENT SAVINGS PLAN |
FLORHAM PARK NJ |
| 235 |
| $30.8M |
| $1.6M |
| 4 | CH EMMAUS, INC. CH EMMAUS 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 213 | $8.0M | $427K |
| 5 | CONVATEC INC. CONVATEC INC. SAVINGS AND INVESTMENT PLAN | BRIDGEWATER NJ | 1,399 | $239.4M | $258K |
