Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Advisor Balanced Z Mutual fund in their Schedule of Assets, totaling $1.1M 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 | REBUILD MANUFACTURING, LLC REBUILD MANUFACTURING 401(K) PLAN | FRAMINGHAM MA | 790 | $66.1M | $472K |
| 2 | VASKO ELECTRIC, INC. VASKO ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 97 | $20.4M | $197K |
| 3 | FMI AEROSTRUCTURES, LLC FMI MACHINING, LLC 401(K) PLAN |
VALENCIA CA |
| 172 |
| $7.4M |
| $149K |
| 4 | HANCOCK SALON, INC. D/B/A DELLARIA SALONS/LACLIQUE SALONS HANCOCK SALON, INC.DBA DELLARIA SALONS/LACLIQUE SALONS 401(K) PLAN | ALLSTON MA | 275 | $19.0M | $102K |
| 5 | THE TITLE TEAM CO THE TITLE TEAM 401(K) PROFIT SHARING PLAN | BISMARCK ND | 257 | $25.3M | $84K |
| 6 | JULY BUSINESS SERVICES JULY POOLED EMPLOYER PLAN #1 | WACO TX | 3,275 | $48.2M | $30K |
| 7 | PALMAS SERVICES LLC PALMAS SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST | LAKE BUENA VISTA FL | 261 | $4.9M | $28K |
| 8 | FAIRFAX MEDICAL FACILITIES INC. FAIRFAX MEDICAL 403(B) PLAN | FAIRFAX OK | 78 | $2.7M | $26K |
