Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Management Trust Company* Fidelity Balanced Fund in their Schedule of Assets, totaling $13.8M 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 | TECUMSEH PRODUCTS COMPANY TECUMSEH PRODUCTS COMPANY RETIREMENT SAVINGS PLAN | ANN ARBOR MI | 257 | $67.0M | $3.8M |
| 2 | THE CHICAGO FAUCET COMPANY CHICAGO FAUCET COMPANY RETIREMENT AND SAVINGS PLAN | DES PLAINES IL | 178 | $43.8M | $2.5M |
| 3 | WISE BUSINESS FORMS |
ALPHARETTA GA |
| 253 |
| $18.6M |
| $2.3M |
| 4 | GUTTMACHER INSTITUTE GUTTMACHER INSTITUTE RETIREMENT PLAN | NEW YORK NY | 140 | $49.5M | $1.2M |
| 5 | INCHARGE EDUCATION FOUNDATION, INC. INCHARGE 401(K) RETIREMENT PLAN | ORLANDO FL | 117 | $12.1M | $932K |
| 6 | INCHARGE INSTITUTE OF AMERICA, INC INCHARGE INSTITUTE 401(K) PLAN AND TRUST | ORLANDO FL | 117 | $10.3M | $678K |
| 7 | COMRESOURCE, INC. COMRESOURCE, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 140 | $23.1M | $613K |
| 8 | FRANCO MANUFACTURING CO., INC. FRANCO MANUFACTURING 401K & PROFIT SHARING PLAN | METUCHEN NJ | 183 | $27.5M | $499K |
| 9 | ATR INTERNATIONAL INC. ATR INTERNATIONAL INC. 401(K) PLAN | SANTA CLARA CA | 159 | $16.8M | $447K |
| 10 | SMITH SYSTEM MANUFACTURING COMPANY SMITH SYSTEM MANUFACTURING COMPANY RETIREMENT SAVINGS PLAN | CARROLLTON TX | 191 | $7.6M | $328K |
