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 in their Schedule of Assets, totaling $1.0M 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 | NATURIPE FARMS, LLC. NATURIPE FARMS 401(K) PLAN | ESTERO FL | 158 | $25.1M | $704K |
| 2 | CARMINES BAKERY LLC THE FATHERS TABLE LLC 401K PLAN | SANFORD FL | 605 | $9.6M | $341K |
