Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Advisor Balanced Z Fund " in their Schedule of Assets, totaling $909K 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 | CERAMTEC NORTH AMERICA LLC CTNA 401(K) PLAN | LAURENS SC | 297 | $32.0M | $524K |
| 2 | SOUTH BOSTON COMMUNITY HEALTH CENTER, INC. SOUTH BOSTON COMMUNITY HEALTH CENTER 403(B) PLAN | SOUTH BOSTON MA | 163 | $12.2M | $386K |
