Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Advisor Equity Growth Mutual fund in their Schedule of Assets, totaling $639K 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 | RELAY THERAPEUTICS, INC. RELAY THERAPEUTICS 401K PLAN | CAMBRIDGE MA | 261 | $43.7M | $509K |
| 2 | JOSEPH PHELPS VINEYARDS, LLC JOSEPH PHELPS VINEYARDS 401(K) PROFIT SHARING PLAN | ST HELENA CA | 146 | $18.3M | $91K |
| 3 | CHARLES RIVER COMMUNITY HEALTH, INC. CHARLES RIVER COMMUNITY HEALTH, INC. 403(B) PLAN |
BRIGHTON MA |
| 220 |
| $8.6M |
| $30K |
| 4 | SAN JUAN CAPESTRANO HOSPITAL, INC SAN JUAN CAPESTRANO 401K PLAN | SAN JUAN PR | 250 | $2.9M | $9K |
