Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Management Trust Company Fid Balanced in their Schedule of Assets, totaling $5.2M 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 | LANGLEY & BANACK, INC. LANGLEY & BANACK, INCORPORATED EMPLOYEES PROFIT SHARING PLAN AND TRUST | SAN ANTONIO TX | 151 | $33.8M | $4.0M |
| 2 | MEDICAL FACULTY ASSOCIATES, INC. THE MEDICAL FACULTY ASSOCIATES 401(A) RETIREMENT PLAN | WASHINGTON DC | 917 | $114.3M | $585K |
| 3 | KOBAYASHI HEALTHCARE INTERNATIONAL, INC. |
DALTON GA |
| 245 |
| $11.2M |
| $264K |
| 4 | VON TOBEL CORPORATION VON TOBEL LUMBER RETIREMENT SAVINGS PLAN | VALPARAISO IN | 157 | $11.9M | $156K |
| 5 | ARMOR DEFENSE INC. ARMOR DEFENSE INC. 401(K) P/S PLAN | PLANO TX | 58 | $15.7M | $78K |
| 6 | NYSARC, INC. THE ARC NEW YORK AFFILIATED EMPLOYERS 403(B) PLAN | LATHAM NY | 21,939 | $647.6M | $64K |
| 7 | ROBERT MORRIS UNIVERSITY ROBERT MORRIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MOON TOWNSHIP PA | 614 | $187.6M | $50K |
