Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Advisor Growth Opportunities Fund; Class Z Mutual Fund in their Schedule of Assets, totaling $19.1M 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 | DAVIS GRAHAM & STUBBS LLP DAVIS GRAHAM & STUBBS LLP RETIREMENT PLAN | DENVER CO | 227 | $179.8M | $9.8M |
| 2 | SMI MANAGEMENT, LLC SMI MANAGEMENT, LLC 401(K) PLAN AND TRUST | CARROLLTON GA | 676 | $42.6M | $6.2M |
| 3 | BIRKENSTOCK USA, LP BIRKENSTOCK 401(K) PLAN |
NOVATO CA |
| 343 |
| $29.7M |
| $1.5M |
| 4 | NEUDESIC, LLC NEUDESIC, LLC 401(K) PROFIT SHARING PLAN | IRVINE CA | 612 | $54.0M | $922K |
| 5 | THIRTY MADISON, INC. THIRTY MADISON 401(K) PLAN | NEW YORK NY | 520 | $24.8M | $468K |
| 6 | GRAY METAL PRODUCTS INC GRAY METAL PRODUCTS INC 401(K) PROFIT SHARING PLAN & TRUST | AVON NY | 150 | $3.2M | $150K |
