Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Advisor Technology Z Mutual fund in their Schedule of Assets, totaling $8.1M 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 | VOGEL LAW FIRM VOGEL LAW FIRM 401(K) PROFIT SHARING PLAN | FARGO ND | 86 | $48.2M | $4.3M |
| 2 | INVISION COMMUNICATIONS, INC. INVISION COMMUNICATIONS, INC. 401(K) PLAN | WALNUT CREEK CA | 165 | $37.8M | $2.3M |
| 3 | DUTCH VALLEY FOOD DISTRIBUTORS, INC. DUTCH VALLEY FOOD DISTRIBUTORS, INC. 401(K) PLAN |
MYERSTOWN PA |
| 345 |
| $25.0M |
| $692K |
| 4 | REVIVA, INC. REVIVA INC. 401(K) PROFIT SHARING PLAN | FRIDLEY MN | 223 | $20.8M | $279K |
| 5 | OPERATION PAR, INC. OPERATION PAR 401(K) SAVINGS PLAN | PINELLAS PARK FL | 382 | $12.2M | $168K |
| 6 | THOMAS KINSEY, LLP THOMAS KINSEY, LLP 401(K) PROFIT SHARING PLAN | ORANGE CA | 36 | $24.6M | $155K |
| 7 | BOLL & BRANCH LLC BOLL & BRANCH LLC RETIREMENT TRUST | SUMMIT NJ | 204 | $7.8M | $123K |
| 8 | FENWAL INTERNATIONAL, INC. FENWAL INTERNATIONAL, INC. SAVINGS AND RETIREMENT PLAN | SAN GERMAN PR | 938 | $29.3M | $118K |
