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 n/a in their Schedule of Assets, totaling $484K 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 | APTIMA, INC. APTIMA, INC. SH 401(K) PROFIT SHARING PLAN | WOBURN MA | 139 | $45.8M | $484K |
