Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor Growth Opps Z Registered Investment Company in their Schedule of Assets, totaling $2.3M 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 | ONE TRUE HOLDING COMPANY ONE TRUEACCORD 401(K) PLAN | LENEXA KS | 209 | $15.1M | $1.0M |
| 2 | PATHWAYS HOME HEALTH AND HOSPICE PATHWAYS HOME HEALTH AND HOSPICE 403(B) PLAN | SUNNYVALE CA | 151 | $22.7M | $699K |
| 3 | ENGINEERING SPECIALISTS, INC. ENGINEERING SPECIALISTS, INC. 401(K) SAVINGS PLAN |
BROOKFIELD WI |
| 126 |
| $16.5M |
| $584K |
