Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Advisor Growth Opportunities Z in their Schedule of Assets, totaling $24.9M 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 | CENTERVIEW PARTNERS LLC CENTERVIEW PARTNERS LLC 401(K) PLAN | NEW YORK NY | 450 | $72.9M | $8.1M |
| 2 | DRA ADVISORS LLC DRA ADVISORS LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 99 | $65.2M | $7.1M |
| 3 | ROCKFORD TOOLCRAFT, INC. ROCKFORD TOOLCRAFT, INC. RETIREMENT PLAN |
ROCKFORD IL |
| 345 |
| $25.6M |
| $3.8M |
| 4 | NETSPI, LLC NETSPI 401(K) P/S PLAN | MINNEAPOLIS MN | 490 | $33.5M | $2.0M |
| 5 | THUMB BANK AND TRUST THUMB BANK AND TRUST PROFIT SHARING PLAN | PIGEON MI | 117 | $14.1M | $1.4M |
| 6 | SABEL SYSTEMS TECHNOLOGY SOLUTIONS LLC SABEL SYSTEMS TECHNOLOGY SOLUTIONS LLC 401(K) PLAN | BEAVERCREEK OH | 252 | $16.7M | $1.3M |
| 7 | DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. DERMATOLOGY ASSOCIATES OF TALLAHASSEE P. A. PROFIT SHARING 401(K) PLAN | TALLAHASSEE FL | 295 | $27.9M | $1.3M |
