Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Adv Leveraged Co Stk in their Schedule of Assets, totaling $210K 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 | PEN AIR CREDIT UNION PEN AIR CREDIT UNION 401(K) PLAN | PENSACOLA FL | 375 | $37.5M | $72K |
| 2 | VESCO MATERIAL HANDLING EQUIPMENT INC ATLANTIC COAST TOYOTALIFT 401K RETIREMENT PLAN | WINSTON-SALEM NC | 145 | $7.9M | $61K |
| 3 | GUARANTEE TRUST LIFE INSURANCE COMPANY |
GLENVIEW IL |
| 296 |
| $57.0M |
| $40K |
| 4 | MARKET RESOURCE PARTNERS LLC MARKET RESOURCE PARTNERS RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 92 | $12.1M | $11K |
| 5 | COMPOSITE MODULES, INC. COMPOSITE MODULES, INC. RETIREMENT PLAN | BROOKSVILLE FL | 144 | $2.3M | $10K |
| 6 | ENGINEERED COOLING SERVICES, LLC ENGINEERED COOLING SERVICES, LLC 401(K) PLAN | PENSACOLA FL | 316 | $13.8M | $9K |
| 7 | TOTAL EMPLOYEE LEASING, INC. TOTAL EMPLOYEE LEASING 401(K) PLAN | PENSACOLA FL | 380 | $6.4M | $8K |
