Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Advisor Gold Z Mutual funds in their Schedule of Assets, totaling $302K 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 | AUDAX MANAGEMENT COMPANY, LLC AUDAX 401(K) SAVINGS PLAN | BOSTON MA | 369 | $47.5M | $296K |
| 2 | AIR MECHANICAL, INC. AIR MECHANICAL, INC. 401(K) & PROFIT SHARING PLAN | HAM LAKE MN | 154 | $6.1M | $6K |
