Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FIDELITY ADVISOR BALANCED M in their Schedule of Assets, totaling $2.1M 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 | BTL INDUSTRIES, INC. BTL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MARLBOROUGH MA | 201 | $6.9M | $1.2M |
| 2 | TRISH MCEVOY LTD. TRISH MCEVOY LTD. 401(K) PLAN | CARLSTADT NJ | 201 | $9.1M | $801K |
| 3 | SOFTPATH SYSTEM, LLC SOFTPATH SYSTEM, LLC 401K PROFIT SHARING PLAN AND TRUST |
NORCROSS GA |
| 385 |
| $2.5M |
| $61K |
