Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Advisor Small Cap Growth in their Schedule of Assets, totaling $8.7M 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 | THE FIRST NATIONAL BANK & TRUST COMPANY OF NEWTOWN FIRST NATIONAL BANK OF NEWTOWN SAVINGS/INCENTIVE PLAN | NEWTOWN PA | 123 | $45.2M | $2.5M |
| 2 | RIVERON CONSULTING, LLC RIVERON CONSULTING LLC 401K PLAN | DALLAS TX | 783 | $121.9M | $1.7M |
| 3 | WOLD ARCHITECTS & ENGINEERS |
SAINT PAUL MN |
| 350 |
| $59.3M |
| $1.5M |
| 4 | CONNELL RESOURCES, INC. CONNELL RESOURCES, INC. 401(K) PROFIT SHARING PLAN | FORT COLLINS CO | 237 | $34.5M | $793K |
| 5 | THE TILE SHOP, LLC THE TILE SHOP 401(K) RETIREMENT PLAN | PLYMOUTH MN | 1,242 | $55.4M | $761K |
| 6 | CSG CONSULTANTS, INC. CSG CONSULTANTS, INC. 401(K) SAVINGS PLAN | FOSTER CITY CA | 324 | $45.4M | $623K |
| 7 | BANCO DE LA NACION ARGENTINA BANCO DE LA NACION ARGENTINA RETIREMENT PLAN | NEW YORK NY | 45 | $21.2M | $606K |
| 8 | MONARCH BEHAVIORAL THERAPY BII, LLC DBA/ BEHAVIORAL INNOVATIONS BEHAVIORAL INNOVATIONS RETIREMENT SAVINGS PLAN | ADDISON TX | 2,466 | $4.7M | $105K |
| 9 | RAYNOR MANUFACTURING COMPANY RAYNOR DOOR AUTHORITIES 401(K) RETIREMENT SAVINGS PLAN | DIXON IL | 121 | $6.2M | $72K |
| 10 | ICONIX WATERWORKS (US) INC. ICONIX WATERWORKS (US) INC. 401K RETIREMENT PLAN | SNOHOMISH WA | 143 | $7.8M | $61K |
