Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Management Trust Company Balanced Fund - Class K in their Schedule of Assets, totaling $79.2M 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 | ARKEMA INC. ARKEMA INC. EMPLOYEES' RETIREMENT SAVINGS (401(K)) PLAN | KING OF PRUSSIA PA | 2,990 | $1.2B | $45.6M |
| 2 | CHILDREN'S MEDICAL CENTER OF DALLAS CHILDREN'S MEDICAL CENTER OF DALLAS EMPLOYEE SAVINGS PLAN 403(B) COMPONENT | DALLAS TX | 10,824 | $855.1M | $20.6M |
| 3 | CHILDREN'S MEDICAL CENTER OF DALLAS |
DALLAS TX |
| 10,846 |
| $507.0M |
| $8.6M |
| 4 | ARKEMA INC. ARKEMA INC. RETIREMENT SAVINGS (401(K)) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | KING OF PRUSSIA PA | 391 | $130.8M | $4.5M |
