Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Advisor Technology Z Registered Investment Company in their Schedule of Assets, totaling $10.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SAFRAN CABIN INC. SAFRAN CABIN INC. 401(K) SAVINGS PLAN | COSTA MESA CA | 1,711 | $235.3M | $8.2M |
| 2 | JOSEPH J. ALBANESE, INC. JOSEPH J. ALBANESE, INC. 401(K) PROFIT SHARING PLAN | SANTA CLARA CA | 252 | $34.9M | $1.4M |
| 3 | ACI NORTHWEST, INC. ACI NORTHWEST, INC. 401(K) PROFIT SHARING PLAN |
COEUR D ALENE ID |
| 115 |
| $8.4M |
| $268K |
| 4 | INDUSTRIAL FINISHES & SYSTEMS, INC. INDUSTRIAL FINISHES & SYSTEMS, INC. PROFIT SHARING 401(K) PLAN | EUGENE OR | 369 | $28.9M | $107K |
| 5 | STEEL ART COMPANY, INC. STEEL ART COMPANY, INC. 401(K) RETIREMENT PLAN | NORWOOD MA | 119 | $3.2M | $4K |
