Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Balanced Z in their Schedule of Assets, totaling $2.1M 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 | AMERISERV FINANCIAL AMERISERV FINANCIAL PENSION PLAN | JOHNSTOWN PA | 110 | $62.5M | $2.0M |
| 2 | FULTON SCIENCE ACADEMY PRIVATE SCHOOL, INC. FULTON SCIENCE ACADEMY PRIVATE SCHOOL 401(K) PLAN | ALPHARETTA GA | 125 | $3.4M | $119K |
