Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Adv Tech Z Fund in their Schedule of Assets, totaling $2.5M 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 | GREYLOCK FEDERAL CREDIT UNION GREYLOCK PENSION PLAN | PITTSFIELD MA | 273 | $34.5M | $1.0M |
| 2 | LIMONEIRA COMPANY LIMONEIRA 401(K) PLAN | SANTA PAULA CA | 238 | $26.4M | $681K |
| 3 | THE SPIRATEX COMPANY THE SPIRATEX COMPANY RETIREMENT PLAN |
| 122 |
| $30.2M |
| $603K |
| 4 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $185K |
| 5 | PEREZ TRADING COMPANY, INC. PEREZ TRADING COMPANY, INC. 401(K) SAVINGS PLAN | MIAMI FL | 133 | $20.7M | $25K |
| 6 | MARKET ENGINUITY, INC. MARKET ENGINUITY, INC. 401(K) PLAN | PHOENIX AZ | 133 | $8.8M | $2K |
