Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor Balanced A Mutual fund in their Schedule of Assets, totaling $3.4M 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 | XOR SECURITY LLC XOR SECURITY LLC 401(K) PROFIT SHARING PLAN & TRUST | FALLS CHURCH VA | 0 | $0 | $2.7M |
| 2 | AECHELON TECHNOLOGY, INC. AECHELON TECHNOLOGY 401(K) PLAN | SOUTH SAN FRANCISCO CA | 180 | $42.7M | $487K |
| 3 | JOERIS GENERAL CONTRACTORS, LTD. JOERIS GENERAL CONTRACTORS, LTD. 401(K) RETIREMENT PLAN |
SAN ANTONIO TX |
| 657 |
| $46.8M |
| $232K |
