Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Adv Balanced Z Fidelity 0 in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STERLING BANK & TRUST FSB STERLING BANK & TRUST 401(K) PLAN | SOUTHFILED MI | 223 | $29.0M | $667K |
| 2 | CODA, INC. CODA, INC. 401(K) PLAN | PORTLAND OR | 212 | $6.1M | $474K |
| 3 | HELLER'S GAS, INC. HELLER'S GAS, INC. 401(K) PLAN | BERWICK |
| 264 |
| $16.3M |
| $212K |
| 4 | BLUE CORONA, INC. BLUE CORONA, INC 401(K) PLAN | GAITHERSBURG MD | 141 | $6.1M | $154K |
| 5 | RIVER CITY MORTGAGE, LLC RIVER CITY MORTGAGE, LLC 401(K) P/S PLAN | BLUE ASH OH | 61 | $2.0M | $138K |
| 6 | URBAN JUSTICE CENTER URBAN JUSTICE CENTER 401(K) SAVINGS PLAN | NEW YORK NY | 144 | $12.3M | $66K |
