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 I in their Schedule of Assets, totaling $9.3M 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 | RUBENSTEIN ASSOCIATES, INC. RUBENSTEIN 401(K) PLAN | NEW YORK NY | 125 | $37.2M | $4.0M |
| 2 | FRILOT L.L.C. FRILOT L.L.C.401(K) RETIREMENT PLAN | NEW ORLEANS LA | 88 | $27.0M | $3.4M |
| 3 | AZUL SYSTEMS, INC. AZUL SYSTEMS, INC. 401(K) PLAN |
| 104 |
| $21.1M |
| $1.2M |
| 4 | DICK SMITH AUTOMOTIVE GROUP DICK SMITH AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 243 | $28.5M | $403K |
| 5 | J STREET J STREET 401(K) PLAN | WASHINGTON DC | 76 | $4.2M | $185K |