Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Advisor Balanced Mutual fund in their Schedule of Assets, totaling $145K 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 | DATAPATH, INC. DATAPATH, INC. 401(K) RETIREMENT PLAN | DULUTH GA | 127 | $12.3M | $80K |
| 2 | BARTS ELECTRIC COMPANY, INC. BARTS ELECTRIC COMPANY, INC. EMPLOYEES 401K PLAN | PLEASANT VALLEY MO | 380 | $21.8M | $66K |
