Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Advisor Balanced Fund,Class Z Mutual Fund N/A in their Schedule of Assets, totaling $1.5M 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 | UNITED HERITAGE FINANCIAL GROUP UNITED HERITAGE FINANCIAL GROUP 401(K) PLAN | MERIDIAN ID | 132 | $39.5M | $1.1M |
| 2 | WYOMING CASING SERVICE, INC. WYOMING CASING 401(K) PLAN | DICKINSON ND | 198 | $11.4M | $353K |
