Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Advisor Growth Opportunities Fund Class Z " in their Schedule of Assets, totaling $14.2M 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 | PURCELL TIRE & RUBBER COMPANY PURCELL TIRE & RUBBER COMPANY 401(K) PLAN | POTOSI MO | 988 | $65.2M | $5.4M |
| 2 | HAWTHORN MEDICAL ASSOCIATES, LLC HAWTHORN MEDICAL ASSOCIATES, LLC PROFIT SHARING PLAN | NORTH DARTMOUTH MA | 145 | $134.9M | $3.3M |
| 3 | LEGACY HEALTHCARE SERVICES, INC. |
RALEIGH NC |
| 2,454 |
| $38.9M |
| $2.0M |
| 4 | ZAUSMER, P.C. ZAUSMER, P.C. 401(K) SAVINGS PLAN | FARMINGTON HILLS MI | 166 | $17.2M | $1.8M |
| 5 | TOMPKINS CONSOLIDATED AREA TRANSIT, INC. TCAT, INC. EMPLOYEE RETIREMENT PLAN | ITHACA NY | 119 | $7.2M | $465K |
| 6 | J.J. COLLINS SONS, INC. J.J. COLLINS' SONS, INC. 401(K) PLAN | LISLE IL | 130 | $11.7M | $384K |
| 7 | CELL STAFF LLC CELL STAFF LLC 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 226 | $5.1M | $347K |
| 8 | BET INVESTMENTS BET INVESTMENTS 401(K) SAVINGS PLAN | DRESHER PA | 130 | $11.9M | $285K |
| 9 | COAL AND ENVIRONMENTAL SERVICES INC 401K PROFIT SHARING PLAN COAL AND ENVIRONMENTAL SERVICES, INC 401K PS PLAN | SOMERSET PA | 123 | $7.6M | $123K |
| 10 | L. J. ASSOCIATES, INC. L.J. ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | LATROBE PA | 76 | $17.8M | $41K |
