Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Advisor Technology Fund Mutual fund in their Schedule of Assets, totaling $18.5M 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 | VITRIA TECHNOLOGY, INC. VITRIA TECHNOLOGY, INC. 401(K) PLAN | MENLO PARK CA | 17 | $21.9M | $6.6M |
| 2 | MANGAN, INC. MANGAN, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LONG BEACH CA | 375 | $85.8M | $6.3M |
| 3 | W.L. BUTLER CONSTRUCTION, INC. W. L. BUTLER CONSTRUCTION, INC. 401(K) PLAN |
REDWOOD CITY CA |
| 202 |
| $46.7M |
| $2.1M |
| 4 | EXODUS HR, LLC EXODUS HR, LLC MULTIPLE EMPLOYER PLAN | DURANT OK | 534 | $20.3M | $1.8M |
| 5 | EMPOWER MEDIA PARTNERS, LLC EMPOWER MEDIA PARTNERS, LLC 401(K) PLAN | CINCINNATI OH | 73 | $21.5M | $1.2M |
| 6 | PACIFIC PETROLEUM CALIFORNIA, INC. PACIFIC PETROLEUM CALIFORNIA 401(K) PLAN | ORCUTT CA | 278 | $10.7M | $418K |
| 7 | JOSEPH PHELPS VINEYARDS, LLC JOSEPH PHELPS VINEYARDS 401(K) PROFIT SHARING PLAN | ST HELENA CA | 146 | $18.3M | $44K |
