Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding s Fidelity Investments Balanced Fund in their Schedule of Assets, totaling $5.9M 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 | CRESCENT COMMUNITIES, LLC CRESCENT COMMUNITIES, LLC RETIREMENT PLAN | CHARLOTTE NC | 179 | $44.4M | $2.9M |
| 2 | TRINIDAD BENHAM CORP. TRINIDAD BENHAM CORP. QUALIFIED EMPLOYEE SAVINGS PLAN | GREENWOOD VILLAGE CO | 1,164 | $39.1M | $2.3M |
| 3 | APWU - HEALTH PLAN APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN |
ELKRIDGE MD |
| 139 |
| $13.5M |
| $755K |
