Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Advisor Equity Growth Fund in their Schedule of Assets, totaling $4.0M 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 | RUNTAL NORTH AMERICA, INC RUNTAL NORTH AMERICA, INC. 401(K) PLAN | WARD HILL MA | 99 | $6.1M | $2.1M |
| 2 | SUREWERX USA INC. SUREWERX USA 401(K) PLAN | ELGIN IL | 117 | $14.6M | $1.2M |
| 3 | XLA, INC. XLA 401(K) PLAN | VIENNA VA |
| 105 |
| $14.9M |
| $730K |