Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidadv Gr Oppr Inst Mutual Fund in their Schedule of Assets, totaling $925K 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 | GULF COAST BANK & TRUST COMPANY GULF COAST BANK AND TRUST COMPANY SAVINGS INCENTIVE PLAN | NEW ORLEANS LA | 934 | $71.0M | $861K |
| 2 | PHANTOM ADMINISTRATIVE LLC PHANTOM ADMINISTRATIVE RETIREMENT SAVINGS PLAN | YOUNGSTOWN OH | 1,156 | $12.7M | $50K |
| 3 | UNWIN COMPANY UNWIN COMPANY 401(K) PLAN AND TRUST |
HILLIARD OH |
| 165 |
| $30.0M |
| $14K |
