Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s Fidelity Balanced Fund* in their Schedule of Assets, totaling $119.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AFLAC INCORPORATED AFLAC INCORPORATED 401(K) SAVINGS AND PROFIT SHARING PLAN | COLUMBUS GA | 5,776 | $1.1B | $112.0M |
| 2 | THE DREES COMPANY THE DREES COMPANY PROFIT SHARING PLAN | FORT MITCHELL KY | 825 | $159.8M | $7.4M |
