Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Advisor Balanced Cl Z Registered Investment Company in their Schedule of Assets, totaling $4.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OHIOS HOSPICE, INC. OHIO'S HOSPICE, INC. 401(K) RETIREMENT SAVINGS | DAYTON OH | 1,220 | $63.1M | $2.0M |
| 2 | CHAMBLISS, BAHNER, & STOPHEL, P.C CHAMBLISS, BAHNER, & STOPHEL, P. C. RETIREMENT | CHATTANOOGA TN | 146 | $49.3M | $1.9M |
| 3 | AMERICAN TECHNOLOGY SOLUTIONS |
FREDERICKSBURG VA |
| 143 |
| $8.0M |
| $58K |
| 4 | LIQUIDAGENTS HEALTHCARE, LLC LIQUIDAGENTS HEALTHCARE, LLC 401(K) PLAN | PLANO TX | 281 | $5.2M | $42K |
