Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Trust Company * Fidelity Management Fidelity Balanced Fund in their Schedule of Assets, totaling $1.1M 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 | NATIONAL COMMITTEE FOR QUALITY ASSURANCE NATIONAL COMMITTEE FOR QUALITY ASSURANCE 403(B) PL | WASHINGTON DC | 466 | $64.0M | $667K |
| 2 | NATIONAL COMMITTEE FOR QUALITY ASSURANCE - NCQA NCQA RETIREMENT PLAN | WASHINGTON DC | 540 | $54.9M | $423K |
