Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Advisor Materials I in their Schedule of Assets, totaling $344K 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 | NATIONAL OAK DISTRIBUTORS, INC. NATIONAL OAK DISTRIBUTORS, INC. 401(K) PLAN | WEST PALM BEACH FL | 373 | $19.3M | $165K |
| 2 | EXODUSPOINT CAPITAL MANAGEMENT LP EXODUSPOINT CAPITAL MANAGEMENT LP 401(K) PLAN | NEW YORK NY | 324 | $60.9M | $74K |
| 3 | TEAMSNAP, INC. TEAMSNAP RETIREMENT SAVINGS PLAN |
CHICAGO IL |
| 176 |
| $7.2M |
| $35K |
| 4 | SUNSHINE BOUQUET COMPANY SUNSHINE BOUQUET COMPANY 401(K) PLAN | DAYTON NJ | 648 | $23.7M | $27K |
| 5 | DANDELION ENERGY INC. DANDELION ENERGY INC. RETIREMENT SAVINGS PLAN | ARLINGTON VA | 116 | $3.3M | $22K |
| 6 | SIMULSTAT, INC. SIMULSTAT, INC. 401(K) PROFIT SHARING PLAN & TRUST | SOLANA BEACH CA | 79 | $17.0M | $19K |
| 7 | ARIA CARE MANAGEMENT, LLC ARIA CARE MANAGEMENT LLC 401K PLAN | OVERLAND PARK KS | 436 | $6.2M | $2K |
