Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Advisor Balanced Fund Class Z in their Schedule of Assets, totaling $9.8M 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 | BUSINESSOLVER.COM, INC. BUSINESSOLVER 401-K PLAN | WEST DES MOINES IA | 1,416 | $95.8M | $7.0M |
| 2 | CAI INTERNATIONAL, INC. CAI RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 45 | $18.2M | $1.7M |
| 3 | MCCOMBS STEEL COMPANY, INC. MCCOMBS STEEL COMPANY, INC. 401(K) PROFIT SHARING PLAN |
STATESVILLE NC |
| 76 |
| $7.3M |
| $557K |
| 4 | KHOR BUYER KHOR BUYER 401(K) PROFIT SHARING PLAN & TRUST | GROVEPORT OH | 413 | $22.0M | $473K |
| 5 | I. RICE & CO., INC. I. RICE & CO., INC. EMPLOYEE PROFIT SHARING PLAN | PHILADELPHIA PA | 99 | $15.0M | $135K |
