Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Balanced Fund K in their Schedule of Assets, totaling $2.4M 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 | COMMERCIAL BANCGROUP, INC. COMMERCIAL BANCGROUP, INC. RETIREMENT SAVINGS PLAN | HARROGATE TN | 298 | $20.0M | $2.4M |
