Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding FID ADV GRWTH OPPS - Z in their Schedule of Assets, totaling $46.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMSPEC, LLC AMSPEC, LLC RETIREMENT SAVINGS PLAN | CRANBURY NJ | 1,960 | $104.1M | $7.3M |
| 2 | TEKSYNAP CORPORATION TEKSYNAP CORPORATION 401(K) PLAN | RESTON VA | 1,177 | $60.4M | $6.9M |
| 3 | SCHEFFEL & COMPANY, P.C. SCHEFFEL BOYLE 401(K) PROFIT SHARING PLAN |
ALTON IL |
| 92 |
| $38.0M |
| $5.7M |
| 4 | AZURITY PHARMACEUTICALS, INC. AZURITY PHARMACEUTICAL, INC. 401(K) PROFIT SHARING PLAN TRUST | WOBURN MA | 389 | $62.9M | $4.2M |
| 5 | KUEHNE CHEMICAL COMPANY, INC. KUEHNE CHEMICAL COMPANY, INC. SAVINGS AND INVESTMENT PLAN | KEARNY NJ | 136 | $33.7M | $3.6M |
| 6 | SUPERIOR GROUP OF COMPANIES, INC SUPERIOR GROUP OF COMPANIES INC. 401(K) PLAN | ST. PETERSBURG FL | 613 | $44.3M | $2.9M |
| 7 | CHRISTIANSON AIR CONDITIONING CHRISTIANSON AIR CONDITIONING AND PLUMBING RETIREMENT PLAN | ROUND ROCK TX | 153 | $24.3M | $2.9M |
| 8 | GHR HEALTHCARE, LLC GHR HEALTHCARE, LLC 401(K) PROFIT SHARING PLAN | BLUE BELL PA | 5,372 | $33.1M | $2.0M |
| 9 | PELOTON GROUP, LLC PELOTON GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | BOSTON MA | 293 | $38.1M | $1.7M |
| 10 | HIGHLANDS RESIDENTIAL MORTGAGE HIGHLANDS RESIDENTIAL MORTGAGE, LTD. 401(K) PLAN | ALLEN TX | 433 | $27.7M | $1.4M |
