Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management Trust Company American Funds Balanced Fund in their Schedule of Assets, totaling $541K 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 | SURACK ENTERPRISES CORP SURACK ENTERPRISES CORP 401(K) PLAN | FORT WAYNE IN | 629 | $10.9M | $455K |
| 2 | YUSA CORPORATION YUSA CORPORATION 401(K) PLAN | WASHINGTON COURT HOUSE OH | 353 | $22.3M | $78K |
| 3 | EBQ EBQ RETIREMENT PLAN | AUSTIN TX |
| 243 |
| $1.8M |
| $7K |
