Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Advisor Large Cap A in their Schedule of Assets, totaling $6.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FREEMAN INVESTMENT COMPANY, L.P. FREEMAN INVESTMENT COMPANY, L.P. 401(K) PLAN | GRAPEVINE TX | 537 | $23.4M | $1.8M |
| 2 | SNOHETTA ARCHITECTURE DESIGN PLA SNOHETTA ARCHITECTURE DESIGN PLANNING PC PROFIT SHARING PLAN | NEW YORK NY | 61 | $11.5M | $1.8M |
| 3 | CYTOVANCE BIOLOGICS, INC. |
OKLAHOMA CITY OK |
| 192 |
| $18.8M |
| $1.5M |
| 4 | SUNRISE CREDIT SERVICES, INC. SUNRISE CREDIT SERVICES, INC. 401(K) PLAN | MELVILLE NY | 187 | $14.1M | $940K |
| 5 | MAKE A WISH FOUND GTR OH KY & IN MAKE A WISH FOUNDATION OF GTR OH KY & IN INC 401K RETIREMENT PLAN | COLUMBUS OH | 74 | $5.0M | $233K |
| 6 | 9LINE LLC 9LINE LLC 401K PROFIT SHARING PLAN AND TRUST | TAMPA FL | 85 | $5.8M | $77K |
| 7 | THE KENJYA-TRUSANT GROUP, LLC THE KENJYA-TRUSANT GROUP, LLC 401(K) PLAN | COLUMBIA MD | 69 | $14.8M | $69K |
