Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor Balanced in their Schedule of Assets, totaling $2.3M 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 | COMMUNITY BASED SERVICES, INC. COMMUNITY BASED SERVICES, INC. 401(K) PROFIT SHARING PLAN | NORTH SALEM NY | 445 | $11.7M | $2.2M |
| 2 | SOFTPATH SYSTEM, LLC SOFTPATH SYSTEM, LLC 401K PROFIT SHARING PLAN AND TRUST | NORCROSS GA | 385 | $2.5M | $6K |
| 3 | KONA ICE, INC |
FLORENCE KY |
| 132 |
| $4.4M |
| $136 |
