Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Adv Equity Growth Mutual Fund in their Schedule of Assets, totaling $10.1M 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 | FS BRANDS, INC. FS BRANDS 401(K) PLAN | PLYMOUTH MA | 2,428 | $127.5M | $8.8M |
| 2 | P. J. FITZPATRICK, LLC P. J. FITZPATRICK, LLC 401(K) RETIREMENT PLAN | NEW CASTLE DE | 446 | $11.0M | $851K |
| 3 | LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. MONEY ACCUMULATION PENSION PLAN AND TRUST |
PANAMA CITY FL |
| 202 |
| $4.4M |
| $182K |
| 4 | LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. LIFE MANAGEMENT CENTER OF NORTHWEST FLORIDA, INC. 403(B) PLAN | PANAMA CITY FL | 238 | $4.0M | $171K |
| 5 | DEVELOPMENT HOMES, INC. DEVELOPMENT HOMES, INC. 401(K) PLAN | COPPELL TX | 416 | $14.5M | $106K |
