Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding John Hancock Fidelity Advisor Balanced Fund in their Schedule of Assets, totaling $35K 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 | ARKAY PACKAGING CORPORATION ARKAY PACKAGING CORPORATION 401(K) RETIREMENT PLAN | HAPPAUGE NY | 230 | $20.1M | $29K |
| 2 | 1ST PHORM INTERNATIONAL, LLC 1ST PHORM 401(K) PLAN | FENTON MO | 311 | $5.4M | $4K |
| 3 | VAN MAANEN ELECTRIC, INC. VAN MAANEN ELECTRIC, INC. 401(K) PLAN |
NEWTON IA |
| 149 |
| $4.5M |
| $3K |