Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Advisor New insights Fund Class A Mutual Fund in their Schedule of Assets, totaling $4.5M 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 | DAVE'S FRESH MARKETPLACE MANAGEMENT, INC. DAVE'S FRESH MARKETPLACE MANAGEMENT, INC. 401(K) PLAN | EAST GREENWICH RI | 1,872 | $42.7M | $3.7M |
| 2 | FIRST STATE BANK FIRST STATE BANK 401(K) PROFIT SHARING PLAN | WINCHESTER OH | 147 | $11.9M | $464K |
| 3 | BLUE FORCE, INC. BLUE FORCE 401(K) PROFIT SHARING PLAN |
HAMPTON VA |
| 41 |
| $9.1M |
| $210K |
| 4 | TAYCO ENGINEERING, INC. EMPLOYEES' 401(K) PLAN OF TAYCO ENGINEERING, INC. | CYPRESS CA | 116 | $21.1M | $124K |
| 5 | KINDNESS GENERAL CONTRACTORS, LLC KGC, LLC 401K PLAN | CYPRESS CA | 117 | $12.6M | $45K |
