Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Advisor Balanced Fund Mutual fund in their Schedule of Assets, totaling $10.2M 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 | CHECK POINT SOFTWARE TECHNOLOGIES, INC. CHECK POINT SOFTWARE TECHNOLOGIES, INC 401(K) RETIREMENT PLAN | REDWOOD CITY CA | 1,522 | $285.4M | $2.7M |
| 2 | PACIFIC PETROLEUM CALIFORNIA, INC. PACIFIC PETROLEUM CALIFORNIA 401(K) PLAN | ORCUTT CA | 278 | $10.7M | $1.8M |
| 3 | P.P.E.P., INC. |
TUCSON AZ |
| 350 |
| $4.0M |
| $1.7M |
| 4 | W.L. BUTLER CONSTRUCTION, INC. W. L. BUTLER CONSTRUCTION, INC. 401(K) PLAN | REDWOOD CITY CA | 202 | $46.7M | $1.2M |
| 5 | SANIBEL CAPTIVA BEACH RESORTS, LLC SANIBEL CAPTIVA BEACH RESORTS, LLC | CAPTIVA ISLAND FL | 112 | $3.5M | $1.2M |
| 6 | AMERICA'S FAMILY BENEFIT PLANS BOARD OF TRUSTEES OF THE AMERICA'S FAMILY 401(K) BENEFIT TRUST FUND | WILLIAMSVILLE NY | 405 | $26.5M | $680K |
| 7 | EMPOWER MEDIA PARTNERS, LLC EMPOWER MEDIA PARTNERS, LLC 401(K) PLAN | CINCINNATI OH | 73 | $21.5M | $553K |
| 8 | CATANIA HOSPITALITY GROUP, INC. CATANIA HOSPITALITY GROUP, INC. 401(K) PLAN | HYANNIS MA | 2 | $3.6M | $228K |
| 9 | JOHN BURNS RESEARCH AND CONSULTING LLC JOHN BURNS RESEARCH AND CONSULTING LLC 401K PLAN | IRVINE CA | 154 | $17.9M | $201K |
| 10 | LEGACY HEALTH SERVICES LEGACY HEALTH SERVICES 401(K) RETIREMENT SAVINGS PLAN | PARMA OH | 2,799 | $31.1M | $42K |
