Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Advisor Growth Opps Z Mutual Fund - in their Schedule of Assets, totaling $12.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | XACTLY CORPORATION XACTLY CORPORATION 401(K) PLAN | LOS GATOS CA | 231 | $46.9M | $7.5M |
| 2 | GHOST MANAGEMENT GROUP, LLC GHOST MANAGEMENT GROUP, LLC 401(K) PLAN | IRVINE CA | 420 | $37.2M | $1.2M |
| 3 | CRI ADVANTAGE, INC. CRI PROFIT SHARING 401K PLAN |
BOISE ID |
| 106 |
| $4.0M |
| $676K |
| 4 | FIRST HELP FINANCIAL, LLC FIRST HELP FINANCIAL AND TREACY & COMPANY RETIREMENT PLAN | NEEDHAM MA | 379 | $12.4M | $608K |
| 5 | CONCRETE SUPPLY CO., INC. CONCRETE SUPPLY CO., INC. 401K PLAN | FAYETTEVILLE GA | 286 | $6.7M | $533K |
| 6 | SPECTRUM SOLUTIONS, INC. SPECTRUM SOLUTIONS, INC. 401(K) PLAN | MADISON AL | 167 | $12.3M | $464K |
| 7 | BREEDEN MECHANICAL, INC. BREEDEN MECHANICAL, INC. PROFIT SHARING PLAN | MANASSAS VA | 212 | $10.8M | $351K |
| 8 | SPECTRUM SOLUTIONS, INC. SPECTRUM SOLUTIONS, INC. 401(K) PLAN | MADISON AL | 131 | $11.1M | $259K |
| 9 | ALTRUST FINANCIAL SERVICES, INC. ALTRUST FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | CULLMAN AL | 283 | $9.6M | $255K |
| 10 | MAIN STREET BANK MAIN STREET BANK 401(K) AND PROFIT SHARING PLAN | MARLBOROUGH MA | 142 | $28.1M | $193K |
