Fidelity Advisor Balanced Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 35 retirement plans report an interest in this investment, totaling $4.1M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
35
Reported interest (EOY)
$4.1M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 2 name variants: Fidelity Advisor Balanced Fund, Fidelity Advisor Balanced CL Z. Counts combine all variants of the same investment.
Plans holding Fidelity Advisor Balanced Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | TSG SKI AND GOLF, LLC TSG SKI AND GOLF, LLC 401(K) PLAN | TELLURIDE CO | 534 | $15.9M | $1.7M |
| 2 | RLS MANAGED SERVICES LLC RLS MANAGED SERVICES LLC 401(K) PLAN | GLASSBORO NJ | 398 | $7.7M | $785K |
| 3 | Q-TECH CORPORATION Q-TECH CORPORATION 401(K) PROFIT SHARING PLAN | CYPRESS CA | 184 | $22.7M | $424K |
| 4 | JASPER VENTURES, INC. JASPER VENTURES 401(K) PLAN | WHITEHOUSE TX | 70 | $8.3M | $365K |
| 5 | NATIONAL CENTER FOR CONSTRUCTION EDUCATION RESEARCH NATIONAL CENTER FOR CONSTRUCTION EDUCATION RESEARCH RETIREMENT & SAVINGS PLAN | ALACHUA FL | 119 | $10.0M | $195K |
| 6 | HDL RESEARCH LAB INC HDL RESEARCH LAB 401(K) PLAN | BRENHAM TX | 110 | $7.6M | $132K |
| 7 | TALLMAN EYE ASSOCIATES, P.C. TALLMAN EYE ASSOCIATES, P.C. 401(K) SAVINGS PLAN | LAWRENCE MA | 68 | $10.7M | $92K |
| 8 | CHAPMAN MANAGEMENT CORPORATION CHAPMAN AUTO GROUP 401(K) PROFIT SHARING PLAN | HORSHAM PA | 507 | $38.0M | $90K |
| 9 | EPIC PHARMA LLC UNION EPIC PHARMA LLC UNION 401(K) PLAN | LAURELTON NY | 133 | $3.9M | $51K |
| 10 | NQM FUNDING, LLC NQM FUNDING, LLC 401(K) PLAN | BOCA RATON FL | 239 | $7.0M | $36K |
See all 35 plans holding Fidelity Advisor Balanced Fund
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