Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FidAdv Free 2035 Inst Mutual Fund in their Schedule of Assets, totaling $293K 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 | DEBARTOLO HOLDINGS, LLC DEBARTOLO HOLDINGS RETIREMENT PLAN | TAMPA FL | 133 | $31.7M | $144K |
| 2 | FOUNDATION FOR ATLANTA VETERANS EDUCATION AND RESEARCH, INC. FOUNDATION FOR ATLANTA VETERANS EDUCATION AND RESEARCH, INC. 403(B) SALARY REDUCTION & PENSION PLAN | DECATUR GA | 47 | $12.0M | $131K |
| 3 | GULF COAST BANK & TRUST COMPANY |
NEW ORLEANS LA |
| 934 |
| $71.0M |
| $18K |
