Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Adv Balanced A Fidelity 0 in their Schedule of Assets, totaling $2.2M 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 | BOIRON, INC BOIRON, INC PROFIT SHARING & 401(K) PLAN | NEWTOWN SQUARE PA | 149 | $31.0M | $1.7M |
| 2 | BUCHER & CHRISTIAN CONSULTING, INC BUCHER & CHRISTIAN CONSULTING, INC. 401(K) PLAN | INDIANAPOLIS IN | 5,165 | $20.4M | $511K |
