Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Adv Balanced Z in their Schedule of Assets, totaling $1.6M 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 | UNITED SURETY & INDEMNITY CO. UNITED SURETY & INDEMNITY CO. CODA PROFIT SHARING PLAN | SAN JUAN PR | 115 | $8.4M | $923K |
| 2 | BERG GROUP, LLC THE BERG GROUP, LLC 401(K) PROFIT SHARING PLAN | CHASKA MN | 69 | $7.9M | $409K |
| 3 | DATA SEARCH NY INC. DBA TRAKAMERICA |
BONITA SPRINGS FL |
| 321 |
| $8.4M |
| $187K |
| 4 | NAVIAN CAPITAL, LLC NAVIAN CAPITAL, LLC 401(K) P/S PLAN | CINCINNATI OH | 66 | $6.2M | $26K |
| 5 | DAWSON GEOPHYSICAL COMPANY DAWSON GEOPHYSICAL COMPANY 401K PLAN | MIDLAND TX | 223 | $22.0M | $7K |
