Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Advisor Equity growth Z Mutual fund N/A in their Schedule of Assets, totaling $15.9M 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 | LUTHERAN CHARITY ASSOCIATION JAMESTOWN REGIONAL MEDICAL CENTER COMBINED RETIREMENT INCOME SAVINGS PLAN | JAMESTOWN ND | 315 | $55.8M | $4.1M |
| 2 | EVENTIDE EVENTIDE 403(B) TAX DEFERRED SAVINGS PLAN | MOORHEAD MN | 1,122 | $22.3M | $2.9M |
| 3 | NORRIS DESIGN, INC. NORRIS DESIGN 401(K) PROFIT SHARING PLAN AND TRUST |
DENVER CO |
| 139 |
| $20.5M |
| $2.7M |
| 4 | BETHANY RETIREMENT LIVING BETHANY RETIREMENT LIVING 401(K) PLAN | FARGO ND | 725 | $13.4M | $1.5M |
| 5 | ROSENBAUER SOUTH DAKOTA, LLC ROSENBAUER AMERICA, LLC 401(K) PROFIT SHARING PLAN | LYONS SD | 771 | $60.4M | $1.5M |
| 6 | CAMPUSWORKS INC. CAMPUSWORKS INC. 401(K) PROFIT SHARING PLAN | BRADENTON FL | 210 | $12.5M | $963K |
| 7 | COREL INC. COREL INC. 401(K) RETIREMENT PLAN | AUSTIN TX | 147 | $33.5M | $744K |
| 8 | UPPER GREAT LAKES FAMILY HEATH CENTER UPPER GREAT LAKES FAMILY HEALTH CENTER RETIREMENT PLAN | HANCOCK MI | 199 | $8.5M | $561K |
| 9 | NORTHWOOD DEACONESS HEALTH CENTER NORTHWOOD DEACONESS HEALTH CENTER 401(K) PLAN | NORTHWOOD ND | 134 | $6.5M | $349K |
| 10 | SHIMADZU USA MANUFACTURING, INC. SHIMADZU USA MANUFACTURING, INC. RETIREMENT PLAN | CANBY OR | 154 | $7.0M | $328K |