Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FID ADVISOR NEW INSIGHTS Z in their Schedule of Assets, totaling $1.4M 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 | VAYNERMEDIA VAYNERMEDIA 401(K) RETIREMENT PLAN AND TRUST | NEW YORK NY | 1,146 | $84.9M | $790K |
| 2 | WYCLIFFE GOLF & COUNTRY CLUB HOM WYCLIFFE GOLF & COUNTRY CLUB, INC. 401(K) PLAN | WELLINGTON FL | 218 | $5.7M | $269K |
| 3 | ART GUILD OF PHILADELPHIA, INC. ART GUILD, INC. RETIREMENT SAVINGS PLAN |
WEST DEPTFORD NJ |
| 172 |
| $13.9M |
| $224K |
| 4 | SPRUCE GROVE, INC. SPRUCE GROVE RETIREMENT PLAN | SANTA ANA CA | 333 | $6.3M | $106K |
