Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Adv Balanced Z Mutual fund in their Schedule of Assets, totaling $523K 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 | KSS, INC. KALIBRATE 401(K) PROFIT SHARING PLAN | LIVONIA MI | 145 | $17.0M | $493K |
| 2 | DUTCH VALLEY FOOD DISTRIBUTORS, INC. DUTCH VALLEY FOOD DISTRIBUTORS, INC. 401(K) PLAN | MYERSTOWN PA | 345 | $25.0M | $30K |
