Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Adv Eq Growth Z Fund in their Schedule of Assets, totaling $9.1M 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 | SHELLY & SANDS, INC. SHELLY & SANDS, INC. EMPLOYEES 401(K) PLAN | ZANESVILLE OH | 342 | $86.9M | $6.2M |
| 2 | PARRY LABS, LLC PARRY LABS 401(K) PLAN | ALEXANDRIA VA | 221 | $15.7M | $1.3M |
| 3 | RDR, INC. RDR, INC. 401(K) PROFIT SHARING PLAN |
| 152 |
| $23.2M |
| $1.2M |
| 4 | PROCESS TECHNOLOGY PROCESS TECHNOLOGY INCENTIVE RETIREMENT PLAN | WILLOUGHBY OH | 329 | $23.4M | $213K |
| 5 | HELLO! DESTINATION MANAGEMENT, LLC HELLO! DESTINATION MANAGEMENT SAVINGS PLAN | ORLANDO FL | 321 | $22.7M | $97K |
| 6 | LESTER ELECTRICAL OF NEBRASKA, INC. LESTER ELECTRICAL OF NEBRASKA, INC. 401(K) SAVINGS PLAN | LINCOLN NE | 106 | $13.6M | $54K |
| 7 | NORTHWOOD CHILDREN'S HOME SOCIETY, INC. NORTHWOOD CHILDREN'S HOME SOCIETY, INC. 403(B) TAX SHELTERED ANNUITY PLAN | DULUTH MN | 240 | $12.5M | $23K |
| 8 | HAGOPIAN & SONS, INC. HAGOPIAN & SONS 401(K) PLAN | NOVI MI | 117 | $6.2M | $13K |
| 9 | YAKIMA PRODUCTS, INC. YAKIMA PRODUCTS, INC. 401(K) SAVINGS PLAN | LAKE OSWEGO OR | 104 | $19.2M | $2K |
