Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Adv Growth Opp Z Fund Mutual Fund in their Schedule of Assets, totaling $18.9M 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 | UST GLOBAL INC UST GLOBAL INC 401(K) PLAN | ALISO VIEJO CA | 3,713 | $169.6M | $14.3M |
| 2 | ALBAUGH, LLC ALBAUGH, LLC 401(K) PROFIT SHARING PLAN | ANKENY IA | 322 | $72.0M | $2.9M |
| 3 | FC DALLAS SOCCER, LLC FC DALLAS RETIREMENT PLAN | FRISCO |
| 717 |
| $14.1M |
| $1.1M |
| 4 | SOUTHERN INNOVATIONS, LLC SOUTHERN INNOVATIONS, LLC 401(K) PROFIT SHARING PLAN | GRAPEVINE TX | 202 | $21.1M | $641K |
