Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding FID ADV SM CAP GROWTH Z in their Schedule of Assets, totaling $8.2M 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 | MARUBENI-ITOCHU STEEL AMERICA MISA CONSOLIDATED 401(K) PLAN | NEW YORK NY | 2,428 | $278.3M | $5.0M |
| 2 | DANFORTH ADVISORS, LLC DANFORTH ADVISORS 401(K) PROFIT SHARING PLAN | SOUTHBOROUGH MA | 156 | $12.9M | $742K |
| 3 | MORGAN PROPERTIES PAYROLL SVCS MORGAN PROPERTIES 401(K) PLAN |
CONSHOHOCKEN PA |
| 2,916 |
| $78.0M |
| $684K |
| 4 | FRANCONIA-SPRINGFIELD SURGERY INOVA SURGERY CENTERS 401(K) PLAN | ALEXANDRIA VA | 378 | $26.6M | $654K |
| 5 | MIKEL, INC. MIKEL, INC. 401(K) PLAN | MIDDLETON RI | 217 | $19.1M | $611K |
| 6 | EXTERRO, INC. EXTERRO, INC. 401(K) PLAN | PORTLAND OR | 230 | $26.1M | $317K |
| 7 | ATLAS CONSTRUCTION SUPPLY, INC. ATLAS CONSTRUCTION SUPPLY, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 196 | $14.5M | $153K |
| 8 | NEW YORK FOUNDATION FOR SENIOR C NEW YORK FOUNDATION FOR SENIOR CITIZENS 401(K) PLAN | NEW YORK NY | 121 | $6.2M | $46K |
