Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Advisor Worldwide Fund Mutual fund in their Schedule of Assets, totaling $2.4M 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 | MANGAN, INC. MANGAN, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LONG BEACH CA | 375 | $85.8M | $1.3M |
| 2 | CLAFLIN SERVICE COMPANY CME CORP 401(K) PLAN | WARWICK RI | 289 | $28.8M | $562K |
| 3 | HOPEFUL JOURNEYS EDUCATIONAL CENTER, INC HOPEFUL JOURNEYS EDUCATIONAL CENTER, INC 401(K) PROFIT SHARING PLAN |
BEVERLY MA |
| 132 |
| $6.1M |
| $365K |
| 4 | WILSON LUMBER COMPANY, INC. WILSON LUMBER COMPANY, INC. 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 379 | $16.7M | $140K |
| 5 | CURTIN MARITIME CURTIN MARITIME 401(K) PROFIT SHARING PLAN & TRUST | LONG BEACH CA | 357 | $10.3M | $15K |