Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fidelity Advisor Balanced Z ^ in their Schedule of Assets, totaling $374K 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 | SPECS FAMILY PARTNERS, LTD. SPEC'S FAMILY PARTNERS RETIREMENT PLAN | HOUSTON TX | 4,359 | $19.0M | $283K |
| 2 | USA SWIMMING, INC. USA SWIMMING, INC. 401(K) PLAN | COLORADO SPRINGS CO | 83 | $17.3M | $90K |
