Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding FIDELITY ADVISOR BALANCED A in their Schedule of Assets, totaling $4.1M 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 | FERRARO FOODS OF NEW JERSEY LLC FERRARO FOODS OF NEW JERSEY LLC 401(K) PLAN | PISCATAWAY NJ | 873 | $35.9M | $2.0M |
| 2 | MEDICAL DATA SYSTEM, INC. MEDICAL DATA SYSTEMS, INC. 401(K) PLAN | VERO BEACH FL | 252 | $6.7M | $740K |
| 3 | VANTAGE SYSTEMS INC VANTAGE SYSTEMS INC 401(K) PROFIT SHARING PLAN AND TRUST |
LANHAM MD |
| 118 |
| $13.0M |
| $369K |
| 4 | THE INTERSECT GROUP, LLC THE INTERSECT GROUP, LLC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA GA | 770 | $12.2M | $320K |
| 5 | ONESPAN NORTH AMERICA INC. ONESPAN NORTH AMERICA INC.401(K) PLAN | BOSTON MA | 149 | $14.2M | $204K |
| 6 | ONESPAN NORTH AMERICA INC. ONESPAN NORTH AMERICA INC.401(K) PLAN | BOSTON MA | 149 | $14.2M | $204K |
| 7 | DELEET MERCHANDISING CORP. PRINTERS' SERVICE AND AFFILIATED COMPANIES 401(K) RETIREMENT PLAN | NEWARK NJ | 145 | $17.1M | $162K |
| 8 | TALIVITY, INC TALIVITY 401(K) SAVINGS PLAN | NORWALK CT | 455 | $20.6M | $101K |
| 9 | NICHE POLYMER LLC THE RETIREMENT BENEFITS PLAN | COLUMBIA MD | 164 | $3.3M | $10K |
