Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Transamerica Fidelity Advisor Balanced Fund Class Z in their Schedule of Assets, totaling $4.0M 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 | ALIVIA CARE, INC. ALIVIA CARE, INC. 403(B) RETIREMENT PLAN | JACKSONVILLE FL | 1,155 | $47.1M | $4.0M |
