Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity Adv Eq Gr Z in their Schedule of Assets, totaling $9.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MARTEN TRANSPORT, LTD. MARTEN TRANSPORT RETIREMENT SAVINGS PLAN | MONDOVI WI | 3,140 | $137.5M | $6.2M |
| 2 | LEE KENNEDY CO, INC. LEE KENNEDY CO., INC. 401(K) AND PROFIT SHARING PLAN | QUINCY MA | 108 | $29.0M | $1.9M |
| 3 | TRUSTEES FLINT DEFINED CONTRIB FUND FLINT PLUMBING DEFINED CONTRIBUTION FUND |
LANSING MI |
| 568 |
| $23.0M |
| $1.4M |
| 4 | COLUMBIA WELLNESS COLUMBIA WELLNESS RETIREMENT PLAN | LONGVIEW WA | 150 | $5.7M | $135K |
