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 Fidelity Balanced Fund- Class K 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 | SOMFY SYSTEMS, INC. SOMFY SYSTEMS, INC. EMPLOYEES PROFIT SHARING PLAN | DAYTON NJ | 146 | $40.9M | $2.2M |
| 2 | ACR ELECTRONICS, INC. ACR ELECTRONICS INC. EMPLOYEE SAVINGS PLAN | FORT LAUDERDALE FL | 317 | $32.6M | $1.6M |
| 3 | BIOHORIZONS IMPLANT SYSTEMS, INC. BIOHORIZONS IMPLANT SYSTEMS, INC. 401(K) RETIREMENT PLAN |
BIRMINGHAM AL |
| 575 |
| $73.9M |
| $1.4M |
| 4 | FRAZER, LTD FRAZER, LTD 401(K) PLAN | HOUSTON TX | 285 | $5.5M | $11K |
