Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Investments Fidelity Balanced # in their Schedule of Assets, totaling $22.7M 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 | INDUSTRIAL METAL SUPPLY COMPANY INDUSTRIAL METAL SUPPLY COMPANY 401(K) PLAN | SUN VALLEY CA | 449 | $37.7M | $13.5M |
| 2 | FAMILY HEALTHCARE ASSOCIATES FAMILY HEALTHCARE ASSOCIATES RETIREMENT PLAN | ARLINGTON TX | 326 | $107.7M | $5.3M |
| 3 | CEG GROUP, INC. CONSULTING ENGINEERS GROUP EMPLOYEES' PROFIT SHARING PLAN |
MT PROSPECT IL |
| 128 |
| $31.5M |
| $2.0M |
| 4 | JERRY SEINER CHEVROLET, INC. JERRY SEINER DEALERSHIPS 401(K) PLAN | SALT LAKE CITY UT | 741 | $29.8M | $882K |
| 5 | FIVE STAR CREDIT UNION FIVE STAR CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | DOTHAN AL | 235 | $13.3M | $397K |
| 6 | DAIWA CORPORATE ADVISORY LLC DAIWA CORPORATE ADVISORY 401(K) LLC PLAN | WASHINGTON DC | 118 | $30.6M | $332K |
| 7 | NATIONWIDE CHILDREN'S HOSPITAL NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN | COLUMBUS OH | 16,511 | $841.3M | $153K |
| 8 | BASDEN STEEL AND ERECTION, INC. BASDEN STEEL CORPORATION 401(K) RETIREMENT SAVINGS PLAN | BURLESON TX | 972 | $9.6M | $112K |
| 9 | PRESBYTERIAN MANORS OF MID-AMERICA, INC. PRESBYTERIAN MANORS OF MID-AMERICA, INC. TAX-SHELTERED ANNUITY PLAN | WICHITA KS | 31 | $2.9M | $5K |
