Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FidAdv Free 2040 Inst Mutual Fund in their Schedule of Assets, totaling $563K 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 | 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 | $494K |
| 2 | GULF COAST BANK & TRUST COMPANY GULF COAST BANK AND TRUST COMPANY SAVINGS INCENTIVE PLAN | NEW ORLEANS LA | 934 | $71.0M | $43K |
| 3 |
TAMPA FL |
| 133 |
| $31.7M |
| $26K |
