Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Balanced K Fund in their Schedule of Assets, totaling $3.5M 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 | TAYLOR, WISEMAN & TAYLOR TAYLOR, WISEMAN & TAYLOR 401(K) RETIREMENT SAVINGS PLAN | MT. LAUREL NJ | 113 | $38.5M | $1.9M |
| 2 | NEWMAN TECHNOLOGY, INC. NEWMAN TECHNOLOGY, INC. 401(K) SAVINGS & RETIREMENT PLAN | MANSFIELD OH | 1,032 | $71.5M | $1.5M |
