Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Adv Balanced Z Fund in their Schedule of Assets, totaling $12.0M 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 | GARNET HEALTH MEDICAL CENTER GARNET HEALTH MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | MIDDLETOWN NY | 4,127 | $296.5M | $3.9M |
| 2 | NAVAJO NATION GAMING ENTERPRISE NAVAJO NATION GAMING ENTERPRISE 401(K) SAVINGS PLAN | CHURCH ROCK NM | 1,077 | $24.2M | $3.6M |
| 3 | INDEPENDENT PHYSICIANS RESOURCE, INC. |
ATLANTA GA |
| 1,606 |
| $84.4M |
| $2.9M |
| 4 | VENTURA SERVICES FL LLC VENTURA SERVICES FL LLC 401(K) PLAN | FORT LAUDERDALE FL | 3,411 | $4.5M | $1.4M |
| 5 | PEOPLES FIRST PROPERTIES, INC. PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN | PANAMA CITY FL | 884 | $21.1M | $122K |
| 6 | WIRELESS VISION, LLC WIRELESS VISION, LLC 401(K) PLAN | BLOOMFIELD HILLS MI | 2,083 | $13.7M | $33K |
| 7 | GREINER PACKAGING CORP. GREINER PACKAGING USA 401(K) PLAN | PITTSTON PA | 143 | $4.5M | $14K |
