Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Management Trust Company Fidelity Balanced K in their Schedule of Assets, totaling $231.3M 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 | SUTTER HEALTH SUTTER HEALTH 403(B) SAVINGS PLAN | SACRAMENTO CA | 59,303 | $7.6B | $190.6M |
| 2 | SUTTER HEALTH SUTTER HEALTH RETIREMENT INCOME PLAN | SACRAMENTO CA | 13,396 | $864.9M | $12.6M |
| 3 | FREDRIKSON & BYRON PA FREDRIKSON & BYRON PA PROFIT SHARING PLAN |
MINNEAPOLIS MN |
| 806 |
| $491.0M |
| $11.9M |
| 4 | SUTTER HEALTH SUTTER HEALTH 401(K) SAVINGS PLAN | SACRAMENTO CA | 2,552 | $179.6M | $9.6M |
| 5 | INEOS PIGMENTS USA INC. INEOS SAVINGS AND INVESTMENT PLAN (SIP) | GLEN BURNIE MD | 453 | $148.7M | $3.3M |
| 6 | MID-AMERICA REAL ESTATE, CORP. MID-AMERICA REAL ESTATE CORP. 401(K) PLAN & TRUST | OAK BROOK TERRACE IL | 247 | $47.6M | $3.0M |
| 7 | SUTTER VNA AND HOSPICE SUTTER VNA AND HOSPICE RETIREMENT PLAN | SACRAMENTO CA | 13 | $2.7M | $189K |
| 8 | INEOS PIGMENTS USA INC. INEOS PIGMENTS SUPPLEMENTAL SAVINGS AND INVESTMENT PLAN | GLEN BURNIE MD | 353 | $6.3M | $105K |
