Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Advisor Technology in their Schedule of Assets, totaling $3.8M 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 | UGN, INC. UGN, INC. RETIREMENT AND SAVINGS PLAN | DOWNERS GROVE IL | 1,226 | $66.2M | $3.0M |
| 2 | A. FINKL & SONS CO. FINKL STEEL SAVINGS PLAN | CHICAGO IL | 322 | $44.0M | $456K |
| 3 | ERNEST MAIER, INC. ERNEST MAIER, INC. 401(K) PLAN | BLADENSBURG |
| 318 |
| $8.7M |
| $225K |
| 4 | FNBC BANK FNBC BANK 401(K) PLAN | ASH FLAT AR | 121 | $11.0M | $122K |
| 5 | THE BREWER COMPANY LLC THE BREWER COMPANY LLC 401(K) SAVINGS PLAN | MENOMONEE FALLS WI | 108 | $9.0M | $31K |
| 6 | SPARTAN ELECTRIC CO., INC. SPARTAN ELECTRIC PROFIT SHARING PLAN & TRUST | IJAMSVILLE MD | 113 | $8.5M | $29K |
| 7 | KONA ICE, INC KONA ICE, INC. 401(K) PSP RETIREMENT PLAN | FLORENCE KY | 132 | $4.4M | $7K |
| 8 | CROSSPOINT HUMAN SERVICES CROSSPOINT 401(K) RETIREMENT PLAN | DANVILLE IL | 104 | $2.6M | $4K |
