Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Advisor Balanced Z # in their Schedule of Assets, totaling $19.2M 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 | PELOTON GROUP, LLC PELOTON GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | BOSTON MA | 293 | $38.1M | $6.4M |
| 2 | ISLAND PALM COMMUNITIES, LLC ISLAND PALM COMMUNITIES, LLC EMPLOYEES SAVINGS TRUST | SCHOFIELD BARRACKS HI | 407 | $24.9M | $3.4M |
| 3 | SPRUCE GROVE, INC. SPRUCE GROVE RETIREMENT PLAN |
SANTA ANA CA |
| 333 |
| $6.3M |
| $2.1M |
| 4 | ROTTERDAM VENTURES, INC. ROTTERDAM VENTURES, INC. EMPLOYEES SAVINGS PLAN | SCHENECTADY NY | 137 | $14.2M | $1.6M |
| 5 | MICROBAC LABORATORIES, INC MICROBAC LABORATORIES INC. RETIREMENT INCOME SAVINGS PLAN | CRANBERRY TOWNSHIP PA | 476 | $33.1M | $1.6M |
| 6 | AZURITY PHARMACEUTICALS, INC. AZURITY PHARMACEUTICAL, INC. 401(K) PROFIT SHARING PLAN TRUST | WOBURN MA | 389 | $62.9M | $1.6M |
| 7 | RAY SKILLMAN GMC TRUCK, INC. RAY SKILLMAN 401 (K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 870 | $56.0M | $719K |
| 8 | PYRAMID CONSULTING, INC. PYRAMID CONSULTING, INC. 401(K) PLAN | ALPHARETTA GA | 1,735 | $32.8M | $518K |
| 9 | THE FATHERS TABLE LLC THE FATHER'S TABLE LLC 401(K) PLAN | SANFORD FL | 801 | $12.8M | $494K |
| 10 | TEAM SLEDD, LLC TEAM SLEDD, LLC EMPLOYEES' 401(K) PROFIT SHARING PLAN | WHEELING WV | 213 | $14.9M | $462K |
