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 " in their Schedule of Assets, totaling $51.0M 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 | CENTERVIEW PARTNERS LLC CENTERVIEW PARTNERS LLC 401(K) PLAN | NEW YORK NY | 450 | $72.9M | $11.1M |
| 2 | ATLANTA GASTROENTEROLOGY ASSOCIATES UNITED DIGESTIVE 401(K) PLAN | ATLANTA GA | 1,482 | $91.3M | $10.4M |
| 3 | W. W. WALLWORK, INC. W. W. WALLWORK, INC. 401(K) PROFIT SHARING PLAN |
FARGO ND |
| 542 |
| $51.1M |
| $6.0M |
| 4 | CARY OIL CO., INC. CARY OIL CO., INC. 401(K) PLAN | CARY NC | 189 | $29.9M | $3.4M |
| 5 | SOUTHERN NEW HAMPSHIRE SERVICES, INC. SOUTHERN NEW HAMPSHIRE SERVICES, INC. EMPLOYER SPONSORED 403(B) PLAN | MANCHESTER NH | 314 | $29.2M | $2.3M |
| 6 | TOTAL MECHANICAL, INC. TOTAL MECHANICAL 401(K) RETIREMENT PLAN | PEWAUKEE WI | 139 | $17.5M | $1.7M |
| 7 | THE QUEEN CASINO & ENTERTAINMENT INC. THE QUEEN CASINO & ENTERTAINMENT INC. 401(K) PLAN | EAST SAINT LOUIS IL | 903 | $29.4M | $1.6M |
| 8 | PLAN PROFESSIONALS, LLC PEP SMART NATIONAL POOLED EMPLOYER PLAN | SHREWSBURY NJ | 2,884 | $62.6M | $1.6M |
| 9 | HERITAGE BANK, INC. HERITAGE BANK, INC. 401(K) PLAN | BURLINGTON KY | 231 | $19.4M | $1.5M |
| 10 | THUMB BANK AND TRUST THUMB BANK AND TRUST PROFIT SHARING PLAN | PIGEON MI | 117 | $14.1M | $1.4M |
