Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Advisor Balanced Fund " in their Schedule of Assets, totaling $6.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TIEGERMAN SCHOOL TIEGERMAN SCHOOL EMPLOYEES RETIREMENT PLAN | GLEN COVE NY | 317 | $42.8M | $3.0M |
| 2 | TSG SKI AND GOLF, LLC TSG SKI AND GOLF, LLC 401(K) PLAN | TELLURIDE CO | 534 | $15.9M | $1.7M |
| 3 | ELEMENTAL LED INC ELEMENTAL LED INC 401(K) PROFIT SHARING PLAN & TRUST |
RENO NV |
| 189 |
| $10.8M |
| $1.5M |
| 4 | ITECH US, INC. ITECH US, INC. 401(K) PROFIT SHARING PLAN | SOUTH BURLINGTON VT | 299 | $13.4M | $245K |
| 5 | C.R.H. CATERING CO., INC. C.R.H. CATERING CO., INC. 401(K) RETIREMENT PLAN AND TRUST | DUNBAR PA | 194 | $4.1M | $126K |
| 6 | RS UTILITY STRUCTURES INC. RS UTILITY STRUCTURES INC. 401(K) PLAN | ST. GEORGE UT | 298 | $2.6M | $10K |
| 7 | FAITH CHRISTIAN SCHOOL,INC. FAITH CHRISTIAN SCHOOL, INC. 401K PLAN | GRAPEVINE TX | 150 | $7.7M | $4K |
