Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Adv Growth Opp Z Fund in their Schedule of Assets, totaling $7.6M 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 | CAMPUS USA CREDIT UNION CAMPUS USA CREDIT UNION RETIREMENT PLAN | GAINESVILLE FL | 345 | $59.2M | $5.9M |
| 2 | KELLEY TRUCKING INC. KELLEY TRUCKING INC. 401(K) SAVINGS PLAN | GOLDEN CO | 147 | $19.6M | $525K |
| 3 | THE BOLLES SCHOOL THE BOLLES SCHOOL RETIREMENT PLAN |
JACKSONVILLE FL |
| 286 |
| $68.9M |
| $295K |
| 4 | LAFAYETTE FEDERAL CREDIT UNION LAFAYETTE FEDERAL CREDIT UNION 401(K) PLAN | ROCKVILLE MD | 193 | $29.9M | $271K |
| 5 | VENTURA SERVICES FL LLC VENTURA SERVICES FL LLC 401(K) PLAN | FORT LAUDERDALE FL | 3,411 | $4.5M | $230K |
| 6 | THE PEPIN ACADEMIES, INC. THE PEPIN ACADEMIES, INC. 401(K) PLAN | TAMPA FL | 238 | $4.4M | $154K |
| 7 | FROM THE HEART CHURCH MINISTRIES FROM THE HEART CHURCH MINISTRIES, INC. RETIREMENT PLAN AND TRUST | SUITLAND MD | 101 | $10.0M | $82K |
| 8 | GREAT LAKES DENTAL PARTNERS, LLC GREAT LAKES DENTAL PARTNERS 401(K) PLAN | CHICAGO IL | 342 | $5.8M | $63K |
| 9 | SUCCESS MORTGAGE PARTNERS, INC. SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN | PLYMOUTH MI | 411 | $9.1M | $55K |
| 10 | BEACON CREDIT UNION BEACON CREDIT UNION 401(K) PLAN AND TRUST | WABASH IN | 271 | $16.0M | $28K |
