Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FIDELITY ADVISOR SMALL CAP GROWTH Z Mutual Funds in their Schedule of Assets, totaling $2.1M 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 | POPULUS FINANCIAL GROUP, INC. POPULUS FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN | IRVING TX | 1,877 | $47.5M | $1.5M |
| 2 | WTG CORPORATE SERVICES, LLC WTG CORPORATE SERVICES, LLC AND AFFILIATED COMPANIES 401(K) PLAN | MIDLAND TX | 235 | $19.1M | $546K |
| 3 | AEGIS CHEMICAL SOLUTIONS, LLC |
HOUSTON TX |
| 393 |
| $16.3M |
| $108K |
