Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Fidelity Advisor Small Cap Growth Z " in their Schedule of Assets, totaling $3.0M 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 | MERSANA THERAPEUTICS, INC. MERSANA THERAPEUTICS, INC. 401(K) PROFIT SHARING PLAN TRUST | CAMBRIDGE MA | 104 | $31.5M | $588K |
| 2 | SOFTERWARE, INC. SOFTERWARE, INC. 401(K) PROFIT SHARING PLAN AND TR | FORT WASHINGTON PA | 150 | $36.5M | $436K |
| 3 | DONJON MARINE CO., INC. |
HILLSIDE NJ |
| 278 |
| $87.8M |
| $401K |
| 4 | MASON BROTHERS COMPANY MASON BROTHERS 401(K) PROFIT SHARING PLAN | WADENA MN | 229 | $21.1M | $281K |
| 5 | GROOM CONSTRUCTION CO., INC. THE GROOM CONSTRUCTION CO., INC. 401(K) PLAN | SALEM MA | 156 | $11.7M | $273K |
| 6 | MARATHON HEALTH, LLC. MARATHON HEALTH, LLC. 401(K) PLAN | INDIANAPOLIS IN | 1,516 | $81.1M | $242K |
| 7 | POLAR CORP. POLAR BEVERAGES RETIREMENT PLAN | WORCESTER MA | 1,905 | $102.4M | $160K |
| 8 | HERITAGE INSURANCE HOLDINGS, INC HERITAGE INSURANCE HOLDINGS, INC. RETIREMENT SAVINGS PLAN | TAMPA FL | 540 | $36.3M | $142K |
| 9 | CHILDREN'S INSTITUTE, INC. CHILDREN'S INSTITUTE, INC. 403(B) PLAN | LOS ANGELES CA | 819 | $33.5M | $124K |
| 10 | PENTEGRA SERVICES, INC STRATEGIC RETIREMENT PROGRAM | WHITE PLAINS NY | 1,308 | $49.6M | $106K |
