Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity ADV Hi Inc Advtg Fund in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE HOUSTONIAN CAMPUS, LLC THE HOUSTONIAN 401(K) PLAN | HOUSTON TX | 591 | $53.9M | $964K |
| 2 | HOSPICE OF NORTH IDAHO, INC. HOSPICE OF NORTH IDAHO 403(B) RETIREMENT PLAN | COEUR D ALENE ID | 113 | $3.9M | $36K |
| 3 | GREENWICH HOUSE, INC. GREENWICH HOUSE 403(B) PLAN |
NEW YORK NY |
| 127 |
| $6.5M |
| $1K |
