Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Advisor Technology Z - in their Schedule of Assets, totaling $12.1M 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 | OPORTUN, INC. OPORTUN 401(K) PLAN | SAN CARLOS CA | 708 | $83.4M | $3.4M |
| 2 | TACTICAL ENGINEERING & ANALYSIS, INC. TACTICAL ENGINEERING & ANALYSIS, INC. 401(K) PLAN | SAN DIEGO CA | 206 | $34.8M | $2.8M |
| 3 | LANE-VALENTE INDUSTRIES, INC. LANE-VALENTE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN & TRU |
SMITHTOWN NY |
| 355 |
| $31.5M |
| $1.8M |
| 4 | FREEDOM SCIENTIFIC, INC. VISPERO 401(K) PLAN | CLEARWATER FL | 196 | $31.9M | $1.4M |
| 5 | IGPS LOGISTICS LLC IGPS LOGISTICS LLC 401(K) PLAN | ORLANDO FL | 212 | $10.5M | $1.1M |
| 6 | MILTONS DISTRIBUTING CO., INC. MILTON'S DISTRIBUTING CO., INC. 401(K) PLAN | MANSFIELD MA | 128 | $11.9M | $480K |
| 7 | VYGON CORPORATION VYGON CORPORATION 401(K) PLAN | LANSDALE PA | 59 | $5.9M | $236K |
| 8 | WAIANAE DISTRICT COMPREHENSIVE HEALTH AND HOSPITAL BOARD INC. WAIANAE COAST COMPREHENSIVE HEALTH CENTER PENSION TRUST PLAN | WAIANAE HI | 519 | $31.7M | $221K |
| 9 | GERENT, LLC GERENT, LLC 401(K) PLAN | HERNDON VA | 191 | $8.3M | $218K |
| 10 | LIVINITI INTERMEDIATE II, LLC LIVINITI INTERMEDIATE II, LLC 401(K) PLAN | NATCHITOCHES LA | 375 | $13.4M | $189K |
