Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Advisor® New Insights Z in their Schedule of Assets, totaling $39.1M 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 | MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS MUTUAL OF AMERICA LIFE INSURANCE COMPANY SAVINGS PLAN | NEW YORK NY | 901 | $434.6M | $27.1M |
| 2 | DONJON MARINE CO., INC. DONJON MARINE CO., INC. RETIREMENT PLAN | HILLSIDE NJ | 278 | $87.8M | $6.1M |
| 3 | HOSPICE OF NORTHWEST OHIO |
PERRYSBURG OH |
| 219 |
| $24.6M |
| $2.8M |
| 4 | ANTONIO SOFO & SON IMPORTING CO. ANTONIO SOFO & SON IMPORTING CO. EMPLOYEES' 401(K) PLAN | TOLEDO OH | 433 | $19.9M | $710K |
| 5 | KI BOIS COMMUNITY ACTION FOUND 403(B) THRIFT PLAN FOR EMPLOYEES OF KI BOIS COMMUNITY ACTION FOUNDATION, INC. | STIGLER OK | 329 | $19.5M | $520K |
| 6 | CLIFFORD W. BEERS GUIDANCE CLINIC, INC. 403(B) THRIFT PLAN OF CLIFFORD W. BEERS GUIDANCE CLINIC, INC. | NEW HAVEN CT | 242 | $7.5M | $288K |
| 7 | WAVERLY HEIGHTS, LTD. TAX DEFERRED ANNUITY PLAN OF WAVERLY HEIGHTS, LTD. | GLADWYNE PA | 286 | $6.7M | $233K |
| 8 | FCP, INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF FCP, INC. | LAWRENCE MA | 192 | $4.7M | $232K |
| 9 | BOONE TRANSPORTATION, INC. BOONE TRANSPORTATION, INC. RETIREMENT PLAN | ANTHONY NM | 126 | $4.5M | $226K |
| 10 | THE CHILDRENS CENTER OF HAMDEN, INC. 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE CHILDREN'S CENTER OF HAMDEN, INC. | HAMDEN CT | 173 | $5.4M | $221K |
