Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Advisor New Insights Fund Mutual fund in their Schedule of Assets, totaling $11.7M 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 | 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 | KEEN PROJECT SOLUTIONS KEEN PROJECT SOLUTIONS 401(K) PLAN | ANKENY IA | 155 | $10.2M | $428K |
| 6 | VIP CYCLE & SPORTS CENTER, INC. VMS TAX SHELTERED RETIREMENT PLAN | NORTH PLAINFIELD NJ | 139 | $10.0M | $132K |
| 7 | GRIFFIN MASONRY, INC. GRIFFIN MASONRY, INC. RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 183 | $12.0M | $73K |
