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 Z in their Schedule of Assets, totaling $88.7M 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 | CC SERVICES, INC. COUNTRY/ IAA 401(K) PLAN | BLOOMINGTON IL | 3,688 | $1.1B | $86.7M |
| 2 | STEFFES, LLC STEFFES EMPLOYEES' 401(K) PROFIT SHARING PLAN | DICKINSON ND | 542 | $54.2M | $2.0M |
