Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Adv Tech Z Fund Mutual fund in their Schedule of Assets, totaling $1.1M 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 | ZEST ANCHORS, LLC ZEST ANCHORS, LLC 401(K) PLAN | CARLSBAD CA | 195 | $21.1M | $812K |
| 2 | REVISION COLLECTIVE INC. REVISION COLLECTIVE INC. 401(K) PLAN | CINCINNATI OH | 86 | $8.2M | $204K |
| 3 | HALLORAN CONSULTING GROUP, INC. HALLORAN RETIREMENT PLAN |
CAMBRIDGE MA |
| 72 |
| $12.7M |
| $70K |
