Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FID ADVISOR INT GWTH I in their Schedule of Assets, totaling $3.5M 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 | R.E. MICHEL COMPANY, LLC R.E. MICHEL COMPANY, LLC 401(K) PROFIT SHARING AND SAVINGS PLAN | GLEN BURNIE MD | 1,994 | $92.8M | $2.2M |
| 2 | NYSMITH SCHOOL FOR THE GIFTED, I NYSMITH SCHOOL FOR THE GIFTED, INC. 401(K) PLAN | HERNDON VA | 175 | $10.9M | $858K |
| 3 | SHOREHAVEN BEHAVIORAL HEALTH INC |
BROWN DEER WI |
| 73 |
| $4.5M |
| $294K |
| 4 | VSOLVIT LLC VSOLVIT LLC 401(K) PROFIT SHARING PLAN | VENTURA CA | 360 | $21.9M | $115K |
| 5 | D-LINK SYSTEMS, INC. D-LINK SYSTEMS, INC. 401(K) PLAN | IRVINE CA | 34 | $16.7M | $114K |
