Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor Mid Cap II Mutual fund in their Schedule of Assets, totaling $3.1M 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 | IQOR, INC. IQOR RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 2,725 | $48.5M | $3.0M |
| 2 | JCI JONES CHEMICALS, INC. JCI 401(K) PLAN | SAROSOTA FL | 171 | $16.1M | $65K |
| 3 | MCCONNELL & ASSOCIATES, INC. MCCONNELL & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN |
NORTH KANSAS CITY MO |
| 137 |
| $18.8M |
| $44K |
