Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor Growth Opportunities Fund Z # in their Schedule of Assets, totaling $6.2M 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 | ALAKA'INA FOUNDATION ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN | ORLANDO FL | 1,471 | $99.2M | $5.7M |
| 2 | SOVRN HOLDINGS, INC. SOVRN 401(K) PLAN | BOULDER CO | 134 | $15.4M | $484K |
| 3 | BLUEGRASS NATURAL RESOURCES, LLC BLUEGRASS NATURAL RESOURCES, LLC 401(K) PLAN |
DOWNERS GROVE IL |
| 366 |
| $6.5M |
| $46K |