Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Fidelity Advisor® New Insights Z in their Schedule of Assets, totaling $47.7M 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 | 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 | NORTHWEST JUSTICE PROJECT NORTHWEST JUSTICE PROJECT 403 (B) PLAN | SEATTLE WA | 345 | $52.7M | $2.0M |
| 5 | CAYUGA HOME FOR CHILDREN DBA C SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CAYUGA HOME FOR CHILDREN DBA CAYUGA CENTERS | AUBURN NY | 1,031 | $21.2M | $1.2M |
| 6 | SANTA CATALINA ISLAND CONSERVANCY 403(B) THRIFT PLAN OF SANTA CATALINA ISLAND CONSERVANCY | AVALON CA | 110 | $13.8M | $770K |
| 7 | ANTONIO SOFO & SON IMPORTING CO. ANTONIO SOFO & SON IMPORTING CO. EMPLOYEES' 401(K) PLAN | TOLEDO OH | 433 | $19.9M | $710K |
| 8 | THE SENIOR ALLIANCE AREA AGENC 403(B) THRIFT PLAN FOR EMPLOYEES OF THE SENIOR ALLIANCE AREA AGENCY ON AGING 1-C | DEARBORN MI | 92 | $10.7M | $642K |
| 9 | INDIAN HEALTH BOARD OF MINNEAPOLIS SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF INDIAN HEALTH BOARD OF MINNEAPOLIS | MINNEAPOLIS MN | 109 | $10.1M | $604K |
| 10 | JEWISH FAMILY SERVICE OF ATLANTIC COUNTY, INC. TAX DEFERRED ANNUITY PLAN OF JEWISH FAMILY SERVICE OF ATLANTIC COUNTY | MARGATE CITY NJ | 217 | $10.0M | $550K |
