Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Advisor New Insights Fund Mutual fund in their Schedule of Assets, totaling $12.7M 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 | HORIZONS INCORPORATED HORIZONS 401(K) PLAN | CLEVELAND OH | 184 | $33.8M | $5.7M |
| 2 | MIZUHO ORTHOPEDIC SYSTEMS, INC MIZUHO OSI 401(K) SAVINGS PLAN | UNION CITY CA | 509 | $78.0M | $2.8M |
| 3 | ROY JORGENSEN ASSOCIATES, INC. ROY JORGENSEN ASSOCIATES, INC. RETIREMENT PLAN |
BUCKEYSTOWN MD |
| 1,109 |
| $35.4M |
| $2.0M |
| 4 | EVERQUOTE, INC. EVERQUOTE 401(K) PLAN | CAMBRIDGE MA | 247 | $31.6M | $528K |
| 5 | LIQUID ROBOTICS, INC. LIQUID ROBOTICS, INC. 401(K) RETIREMENT SAVINGS PLAN | HERNDON VA | 82 | $18.2M | $450K |
| 6 | PACIFIC PETROLEUM CALIFORNIA, INC. PACIFIC PETROLEUM CALIFORNIA 401(K) PLAN | ORCUTT CA | 278 | $10.7M | $432K |
| 7 | KEEN PROJECT SOLUTIONS KEEN PROJECT SOLUTIONS 401(K) PLAN | ANKENY IA | 155 | $10.2M | $428K |
| 8 | WESTCOAST CHILDREN'S CLINIC, INC. WESTCOAST CHILDREN'S CLINIC, INC. 403(B) PLAN | OAKLAND CA | 233 | $18.4M | $239K |
| 9 | GRIFFIN MASONRY, INC. GRIFFIN MASONRY, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 183 | $12.0M | $73K |
| 10 | C & B HOLDING COMPANY, INC. DBA BRAUN ELECTRIC COM BRAUN ELECTRIC COMPANY, INC. 401(K) PLAN | BAKERSFIELD CA | 40 | $7.1M | $2K |
