Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies * Fidelity Balanced Fund in their Schedule of Assets, totaling $1.8M 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 | FORTIS SOLUTIONS GROUP, LLC FORTIS SOLUTIONS GROUP, LLC RETIREMENT SAVINGS PLAN | VIRGINIA BEACH VA | 1,239 | $52.7M | $1.8M |
