Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding FID ADV EQUITY GROWTH - Z in their Schedule of Assets, totaling $63.0M 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 | VENTURE GLOBAL LNG, INC VENTURE GLOBAL LNG 401(K) PLAN | ARLINGTON VA | 1,385 | $109.7M | $10.4M |
| 2 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $6.3M |
| 3 | NEW AMERICAN FUNDING, LLC NEW AMERICAN FUNDING, LLC 401(K) PLAN |
TUSTIN CA |
| 4,347 |
| $148.5M |
| $5.2M |
| 4 | COLUMBIA CREDIT UNION COLUMBIA 401(K) PLAN | VANCOUVER WA | 294 | $39.9M | $4.9M |
| 5 | MIDCAP FINANCIAL SERVICES, LLC MIDCAP FINANCIAL SERVICES, LLC 401(K) PLAN | BETHESDA MD | 308 | $64.2M | $3.5M |
| 6 | MASTECH DIGITAL, INC. MASTECH DIGITAL, INC. 401(K) PLAN | MOON TOWNSHIP PA | 806 | $32.4M | $3.4M |
| 7 | STROHWIG INDUSTRIES, INC. STROHWIG INDUSTRIES, INC. 401(K) SAVINGS PLAN | RICHFIELD WI | 129 | $26.5M | $2.3M |
| 8 | PELOTON GROUP, LLC PELOTON GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | BOSTON MA | 293 | $38.1M | $2.3M |
| 9 | ALLBRIDGE ALLBRIDGE 401(K) PROFIT SHARING | RALEIGH NC | 168 | $13.4M | $2.2M |
| 10 | LEITERS, INC. LEITER'S 401(K) PLAN | ENGLEWOOD CO | 290 | $13.5M | $1.8M |
