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 I Mutual Funds ^ in their Schedule of Assets, totaling $3.9M 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 | BURD & FLETCHER COMPANY BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN | INDEPENDENCE MO | 429 | $25.2M | $2.8M |
| 2 | SURGICAL REFERRAL SERVICES, LTD. SURGICAL REFERRAL SERVICES, LTD. 401(K) PROFIT SHARING PLAN | BANNOCKBURN IL | 249 | $22.9M | $803K |
| 3 | COPPER STATE BOLT & NUT CO., INC. |
PHOENIX AZ |
| 636 |
| $28.5M |
| $335K |
