Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fidelity Advisor® Balanced Fund " in their Schedule of Assets, totaling $13.7M 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 | TIEGERMAN SCHOOL TIEGERMAN SCHOOL EMPLOYEES RETIREMENT PLAN | GLEN COVE NY | 317 | $42.8M | $3.0M |
| 2 | ASSURITY LIFE INSURANCE COMPANY ASSURITY LIFE INSURANCE COMPANY 401(K) PLAN | LINCOLN NE | 389 | $107.0M | $2.8M |
| 3 | TSG SKI AND GOLF, LLC TSG SKI AND GOLF, LLC 401(K) PLAN |
TELLURIDE CO |
| 534 |
| $15.9M |
| $1.7M |
| 4 | MORTENSON FAMILY DENTAL HOLDINGS, INC. MORTENSON DENTAL PARTNERS 401(K) PLAN | LOUISVILLE KY | 2,130 | $62.0M | $1.6M |
| 5 | ELEMENTAL LED INC ELEMENTAL LED INC 401(K) PROFIT SHARING PLAN & TRUST | RENO NV | 189 | $10.8M | $1.5M |
| 6 | TH PLASTICS, INC. TH PLASTICS 401(K) PROFIT SHARING PLAN | MENDON MI | 642 | $20.6M | $1.1M |
| 7 | GRANITE GROUP WHOLESALERS, LLC GRANITE GROUP WHOLESALERS PROFIT SHARING PLAN & TRUST | CONCORD NH | 710 | $65.0M | $808K |
| 8 | JAY INDUSTRIES, INC. JAY INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN | MANSFIELD OH | 646 | $13.6M | $344K |
| 9 | ITECH US, INC. ITECH US, INC. 401(K) PROFIT SHARING PLAN | SOUTH BURLINGTON VT | 299 | $13.4M | $245K |
| 10 | C.R.H. CATERING CO., INC. C.R.H. CATERING CO., INC. 401(K) RETIREMENT PLAN AND TRUST | DUNBAR PA | 194 | $4.1M | $126K |
