Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Fidelity Advisor® Small-Cap Growth Fund in their Schedule of Assets, totaling $57.5M 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 | TRUSTEES OF PIPE FITTERS ASSOCIATION LOCAL 597 PIPE FITTERS ASSOCIATION L.U. 597, U.A. 401(K) PLA | CHICAGO IL | 9,410 | $2.5B | $45.8M |
| 2 | FRANCHISE GROUP, INC. FRANCHISE GROUP, INC. 401(K) PLAN | DELAWARE OH | 13,300 | $149.3M | $2.1M |
| 3 | PET SUPPLIES PLUS, LLC PET SUPPLIES PLUS, LLC 401(K) PLAN |
LIVONIA MI |
| 0 |
| $0 |
| $2.0M |
| 4 | KELLY, SCOTT AND MADISON, INC. KELLY, SCOTT AND MADISON, INC. PROFIT SHARING PLAN AND TRUST | CHICAGO IL | 87 | $22.9M | $1.7M |
| 5 | RAILWORKS CORPORATION RAILWORKS CORPORATION INCENTIVE PLAN | NEW YORK NY | 1,027 | $108.0M | $1.2M |
| 6 | INFOVISTA TECHNOLOGIES INC. INFOVISTA 401(K) RETIREMENT PLAN | LOWELL MA | 69 | $64.7M | $831K |
| 7 | EDGECONNEX INC. EDGECONNEX INC. 401(K) PLAN | HERNDON VA | 190 | $30.8M | $757K |
| 8 | DIGITALOCEAN, LLC DIGITALOCEAN, LLC 401(K) PLAN | NEW YORK NY | 514 | $87.2M | $686K |
| 9 | THE COUNTRY CLUB THE COUNTRY CLUB 401(K) PLAN | CHESTNUT HILL MA | 239 | $18.1M | $568K |
| 10 | JHH CENTRAL MANAGEMENT SERVICES, LLC JOHN HOUSTON CUSTOM HOMES 401(K) PLAN | RED OAK TX | 90 | $9.1M | $431K |
