Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Management Trust Company Balanced Fund in their Schedule of Assets, totaling $4.6M 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 | GOLD EAGLE CO. GOLD EAGLE COMPANY PROFIT SHARING AND SAVINGS PLAN | CHICAGO IL | 199 | $55.2M | $2.2M |
| 2 | CONSTRUCTION INDUSTRY SOLUTIONS COINS USA RETIREMENT PLAN | LATHAM NY | 211 | $21.7M | $915K |
| 3 | BARKLEY, INC. BARKLEY, INC. 401(K) PROFIT SHARING PLAN |
KANSAS CITY MO |
| 469 |
| $47.0M |
| $813K |
| 4 | GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SOUTH CARO GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SOUTH CAROLINA, INC. 401K PLAN | GREENVILLE SC | 529 | $8.5M | $543K |
| 5 | STANDARD IRON & WIRE WORKS, LLC STANDARD IRON 401(K) RETIREMENT PLAN | MONTICELLO MN | 443 | $26.9M | $166K |
