Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Advisors Balanced Fund in their Schedule of Assets, totaling $1.5M 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 | POTTER ELECTRIC SIGNAL COMPANY, INC. POTTER EMPLOYEES 401(K) PLAN | MARYLAND HEIGHTS MO | 588 | $41.8M | $1.3M |
| 2 | MHQ, INC. AUTOMOTIVE MANAGEMENT, INC. 401(K) PLAN | MARLBORO MA | 186 | $14.1M | $171K |
