Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidadv Gr Oppr Inst Mutual Fund in their Schedule of Assets, totaling $996K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GULF COAST BANK & TRUST COMPANY GULF COAST BANK AND TRUST COMPANY SAVINGS INCENTIVE PLAN | NEW ORLEANS LA | 934 | $71.0M | $861K |
| 2 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $55K |
| 3 | PHANTOM ADMINISTRATIVE LLC |
YOUNGSTOWN OH |
| 1,156 |
| $12.7M |
| $50K |
| 4 | MIURA AMERICA CO. LTD. MIURA AMERICA CO. LTD. RETIREMENT PLAN | ROCKMART GA | 178 | $9.7M | $16K |
| 5 | UNWIN COMPANY UNWIN COMPANY 401(K) PLAN AND TRUST | HILLIARD OH | 165 | $30.0M | $14K |
