Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor Health Care Z Mutual fund in their Schedule of Assets, totaling $6.6M 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 | KROLL, LLC KROLL 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,859 | $504.6M | $6.5M |
| 2 | SIGHTGLASS MGMT, INC. KIVA BRANDS RETIREMENT PLAN | ALAMEDA CA | 364 | $4.5M | $30K |
| 3 | KEMRON ENVIRONMENTAL SERVICES, INC. KEMRON ENVIRONMENTAL SERVICES, INC. 401(K) PLAN |
VIENNA VA |
| 171 |
| $19.7M |
| $11K |
