Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Adv Balanced I Fidelity 0 in their Schedule of Assets, totaling $30K 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 | SANWA GROWERS, INC. SANWA GROWERS, INC 401(K) PLAN | TAMPA FL | 175 | $2.4M | $23K |
| 2 | GREAT BASIN INSTITUTE GREAT BASIN INSTITUTE RETIREMENT PLAN | RENO NV | 140 | $3.6M | $7K |
