Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Advisor Technology Z Fidelity 0 in their Schedule of Assets, totaling $4.5M 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 | UNIVERSAL TECHNOLOGIES OF WISCONSIN, INC. UNIVERSAL TECHNOLOGIES OF WISCONSIN, INC. PROFIT SHARING RETIREMENT PLAN | MADISON WI | 95 | $13.3M | $1.2M |
| 2 | INDIAN COMMUNITY SCHOOL, INC. INDIAN COMMUNITY SCHOOL, INC. 401(K) PLAN | FRANKLIN WI | 107 | $16.8M | $844K |
| 3 | RHD PLUMBING, INC. |
WINDSOR WI |
| 93 |
| $5.5M |
| $640K |
| 4 | COVENANT HEALTHCARE, LLC DOVE HEALTHCARE OF EAU CLAIRE 401(K) SAVINGS PLAN | EAU CLAIRE WI | 1,227 | $12.9M | $636K |
| 5 | MRS BPO, LLC MRS BPO, LLC 401(K) PLAN | CHERRY HILL NJ | 275 | $5.2M | $464K |
| 6 | GRIFFIN FORD, INC. GRIFFIN FORD, INC. 401(K) PLAN | WAUKESHA WI | 277 | $18.0M | $461K |
| 7 | OPTIONS IN COMMUNITY LIVING, INC. OPTIONS IN COMMUNITY LIVING 401(K) PLAN | MADISON WI | 232 | $3.5M | $133K |
| 8 | WITHIN3, INC. WITHIN3, INC. 401(K) PLAN | LAKEWOOD OH | 92 | $7.0M | $95K |
| 9 | RIVER CITY MORTGAGE, LLC RIVER CITY MORTGAGE, LLC 401(K) P/S PLAN | BLUE ASH OH | 61 | $2.0M | $17K |
