Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Balance Z Fd in their Schedule of Assets, totaling $522K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STELLAR INNOVATIONS & SOLUTION STELLAR INNOVATIONS & SOLUTION 401(K) PROFIT SHARING PLAN AND TRUST | MORAINE OH | 174 | $6.8M | $522K |
