Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Standard Insurance Company Fidelity Balanced in their Schedule of Assets, totaling $2.6M 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 | THE RESOURCE EXCHANGE, INC. RESOURCE EXCHANGE 401(K) SAVINGS AND INVESTMENT PLAN | COLORADO SPRINGS CO | 429 | $11.9M | $2.4M |
| 2 | GULF COAST EDUCATORS FEDERAL CREDIT UNION GULF COAST EDUCATORS FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | PASADENA TX | 164 | $17.2M | $146K |
