Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding FIDELITY ADVISOR LEV CO STK M in their Schedule of Assets, totaling $1.6M 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 | FRANKLIN SAVINGS BANK FRANKLIN SAVINGS BANK 401K PLAN | FARMINGTON ME | 130 | $11.6M | $697K |
| 2 | FMA ALLIANCE, LTD FMA ALLIANCE, LTD 401K & PROFIT SHARING PLAN | HOUSTON TX | 290 | $5.0M | $209K |
| 3 | PCC MEDICAL HOLDINGS LLC PCC MEDICAL HOLDINGS LLC 401K PLAN |
PALM SPRINGS FL |
| 410 |
| $5.5M |
| $206K |
| 4 | THE NEW HAVEN COMPANIES, INC. THE NEW HAVEN COMPANIES, INC. 401(K) SAVINGS PLAN | FREDERICKSBURG VA | 134 | $7.5M | $136K |
| 5 | POTOMACWAVE CONSULTING POTOMACWAVE CONSULTING 401K | ALEXANDRIA VA | 148 | $11.5M | $90K |
| 6 | HCP FINANCIAL AND MANAGEMENT SER HCP FINANCIAL AND MANAGEMENT SERVICES 401(K) PLAN | ROLLING MEADOWS IL | 1,630 | $10.1M | $82K |
| 7 | INTEGRA PARTNERS INTEGRA PARTNERS 401K PLAN | ROCHESTER MI | 281 | $7.8M | $68K |
| 8 | MOTIVATED SECURITY MOTIVATED SECURITY 401(K) | SOMERVILLE NJ | 309 | $682K | $35K |
| 9 | JERRYS CHEVROLET, INC. JERRY'S AUTOGROUP 401(K) PLAN | BALTIMORE MD | 174 | $7.1M | $28K |
