Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Advisor New Insights Z Fidelity 0 in their Schedule of Assets, totaling $528K 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 | THE LEARNING TREE, INC. THE LEARNING TREE, INC. 403(B) PLAN | MOBILE AL | 417 | $3.1M | $442K |
| 2 | GO MACRO, LLC GO MACRO 401(K) PLAN | VIOLA WI | 245 | $5.5M | $86K |
