Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Fidelity Advisor Equity Growth z Mutual Fund in their Schedule of Assets, totaling $235.4M 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 | SOCIETE GENERALE (NEW YORK) SOCIETE GENERALE SAVINGS AND INVESTMENT/RETIREMENT PLAN | NEW YORK NY | 2,211 | $1.1B | $75.9M |
| 2 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION UMMS VOLUNTARY 403(B) PLAN | BALTIMORE MD | 8,350 | $793.4M | $72.5M |
| 3 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION |
BALTIMORE MD |
| 24,397 |
| $730.5M |
| $35.5M |
| 4 | KENS FOODS, INC KEN'S FOODS, INC. EMPLOYEE THRIFT PLAN | MARLBORO MA | 1,651 | $124.4M | $10.4M |
| 5 | FISHAWACK COMMUNICATIONS, INC. FISHAWACK GROUP 401(K) PLAN | WASHINGTON DC | 752 | $96.7M | $8.2M |
| 6 | ITN HOLDINGS, LLC ITN NETWORKS SALARY DEFERRAL PLAN | NEW YORK NY | 161 | $66.3M | $7.8M |
| 7 | SYMBOTIC LLC SYMBOTIC LLC 401(K) PLAN | WILMINGTON MA | 1,681 | $89.7M | $3.2M |
| 8 | RYDELL AUTO CENTER, INC. RYDELL 401(K) PLAN | GRAND FORKS ND | 290 | $22.3M | $2.9M |
| 9 | MORTGAGE CONTRACTING SERVICES LLC MCS 401(K) PLAN | LEWISVILLE TX | 492 | $14.1M | $2.3M |
| 10 | JOHNSON LAFFEN GALLOWAY ARCHITECTS, LTD. JOHNSON LAFFEN GALLOWAY ARCHITECTS LTD SAFE HARBOR 401(K) PLAN | GRAND FORKS ND | 209 | $29.1M | $2.2M |
