Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Advisor Balanced Fund Class A in their Schedule of Assets, totaling $442K 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 | LASSUS BROS. OIL, INC. LASSUS BROS. OIL, INC. 401(K) PROFIT SHARING PLAN | FORT WAYNE IN | 366 | $7.7M | $276K |
| 2 | THE FARBMAN GROUP THE FARBMAN GROUP 401(K) PLAN | FARMINGTON HILLS MI | 148 | $12.7M | $139K |
| 3 | CDL NUCLEAR TECHNOLOGIES, LLC CDL NUCLEAR TECHNOLOGIES, LLC 401(K) PLAN |
CRANBERRY TOWNSHIP PA |
| 179 |
| $7.8M |
| $14K |
| 4 | INFAITH INFAITH 401(K) PLAN | EXTON PA | 130 | $8.1M | $13K |
