Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Advisor Small Cap Growth Fund Mutual fund in their Schedule of Assets, totaling $6.0M 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 | ALEXANDRIA REAL ESTATE EQUITIES, INC. ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN | PASADENA CA | 537 | $207.5M | $3.2M |
| 2 | EGAIN CORPORATION EGAIN CORPORATION 401(K) | SUNNYVALE CA | 230 | $38.0M | $791K |
| 3 | EVOLUS, INC. EVOLUS, INC. RETIREMENT PLAN |
NEWPORT BEACH CA |
| 287 |
| $29.3M |
| $390K |
| 4 | FORTRESS BANK FORTRESS BANK PROFIT SHARING PLAN | LA HARPE IL | 111 | $11.1M | $388K |
| 5 | DUNN LUMBER CO., INC. STOREHOUSE MULTIPLE EMPLOYER PLAN ADOPTED BY DUNN LUMBER CO., INC. | SEATTLE WA | 342 | $29.9M | $374K |
| 6 | STOREHOUSE MULTIPLE EMPLOYER PLAN BOARD OF DIRECTORS STOREHOUSE MULTIPLE EMPLOYER PLAN ADOPTED BY DUNN LUMBER CO., INC. | WHITE PLAINS NY | 399 | $26.1M | $332K |
| 7 | Q SERVICES, LLC Q SERVICES 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 3,234 | $112.4M | $297K |
| 8 | COCHENER GARVEY CAPITAL PARTNERS, INC. COCHENER GARVEY EMPLOYEE'S 401(K) PLAN | WICHITA KS | 265 | $20.6M | $171K |
| 9 | PAUL HOBBS WINERY, LP PAUL HOBBS WINERY, LP 401(K) SAFE HARBOR PLAN | SEBASTOPOL CA | 130 | $7.8M | $35K |
| 10 | MEGA INTERNATIONAL, LLC MEGA INTERNATIONAL, LLC 401(K) PLAN | BEVERLY HILLS CA | 1,134 | $17.8M | $20K |
