Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor New Insights I in their Schedule of Assets, totaling $4.4M 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 | WAIANAE DISTRICT COMPREHENSIVE HEALTH AND HOSPITAL BOARD INC. WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN | WAIANAE HI | 519 | $31.7M | $2.2M |
| 2 | PANATTONI DEVELOPMENT COMPANY, INC. PANATTONI DEVELOPMENT COMPANY, INC. 401(K) PLAN | SACRAMENTO CA | 133 | $40.9M | $1.8M |
| 3 | MONARCH ENTERPRISES, INC. |
KIRKLAND WA |
| 740 |
| $11.3M |
| $325K |
