Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Advisor Health Care Z in their Schedule of Assets, totaling $2.5M 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 | DONJON MARINE CO., INC. DONJON MARINE CO., INC. RETIREMENT PLAN | HILLSIDE NJ | 278 | $87.8M | $603K |
| 2 | WATAUGA ORTHOPAEDICS, PLC WATAUGA ORTHOPAEDICS, PLC 401(K) PROFIT SHARING PLAN | JOHNSON CITY TN | 303 | $35.9M | $498K |
| 3 | BESTPASS INC BESTPASS INC 401(K) PROFIT SHARING PLAN AND TRUST |
ALBANY NY |
| 315 |
| $17.4M |
| $318K |
| 4 | CURALEAF, INC. CURALEAF, INC. 401(K) PLAN | STAMFORD CT | 4,739 | $17.8M | $237K |
| 5 | MILTONS DISTRIBUTING CO., INC. MILTON'S DISTRIBUTING CO., INC. 401(K) PLAN | MANSFIELD MA | 128 | $11.9M | $194K |
| 6 | FREEDOM SCIENTIFIC, INC. VISPERO 401(K) PLAN | CLEARWATER FL | 196 | $31.9M | $119K |
| 7 | 555 INTERNATIONAL, INC. 555 INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | CHICAGO IL | 44 | $6.2M | $95K |
| 8 | HOLISTIC INDUSTRIES INC. HOLISTIC INDUSTRIES 401(K) PLAN | WESTBOROUGH MA | 695 | $2.8M | $94K |
| 9 | INSA, INC. INSA 401(K) PLAN | CHICOPEE MA | 458 | $2.5M | $85K |
| 10 | GH GROUP INC. GLASS HOUSE 401(K) PLAN | LONG BEACH CA | 333 | $1.7M | $52K |
