Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor Equity Growth Fund Class I Mutual fund in their Schedule of Assets, totaling $24.9M 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 | ODYSSEY REINSURANCE COMPANY ODYSSEY REINSURANCE COMPANY PROFIT SHARING PLAN | STAMFORD CT | 1,023 | $309.4M | $22.1M |
| 2 | WHITEHEAD OIL COMPANY WHITEHEAD OIL COMPANY 401(K) PROFIT SHARING PLAN | LINCOLN NE | 524 | $20.2M | $2.6M |
| 3 | DAYSPRING ACADEMY DAYSPRING ACADEMY 401(K) RETIREMENT PLAN |
NEW PORT RICHEY FL |
| 121 |
| $3.0M |
| $123K |