Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Advisor® New Insights Fund - Class A Mutual Fund - in their Schedule of Assets, totaling $7.3M 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 | 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 | ROYAL PLYWOOD COMPANY, LLC ROYAL PLYWOOD CO., LLC PROFIT SHARING PLAN | CERRITOS CA | 226 | $20.4M | $2.8M |
| 3 | FIRST STATE BANK |
WINCHESTER OH |
| 147 |
| $11.9M |
| $464K |
| 4 | BLUE FORCE, INC. BLUE FORCE 401(K) PROFIT SHARING PLAN | HAMPTON VA | 41 | $9.1M | $210K |
| 5 | TAYCO ENGINEERING, INC. EMPLOYEES' 401(K) PLAN OF TAYCO ENGINEERING, INC. | CYPRESS CA | 116 | $21.1M | $124K |
| 6 | KINDNESS GENERAL CONTRACTORS, LLC KGC, LLC 401K PLAN | CYPRESS CA | 117 | $12.6M | $45K |