Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Advisor Balanced I " in their Schedule of Assets, totaling $3.2M 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 | LANE-VALENTE INDUSTRIES, INC. LANE-VALENTE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN & TRU | SMITHTOWN NY | 355 | $31.5M | $1.6M |
| 2 | MERSANA THERAPEUTICS, INC. MERSANA THERAPEUTICS, INC. 401(K) PROFIT SHARING PLAN TRUST | CAMBRIDGE MA | 104 | $31.5M | $704K |
| 3 | KOBO PRODUCTS, INC. |
SOUTH PLAINFIELD NJ |
| 161 |
| $16.1M |
| $620K |
| 4 | ORION SOUTH, INC. ORION SOUTH, INC. PROFIT SHARING PLAN AND TRUST | NEW ORLEANS LA | 0 | $4.8M | $289K |
