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 I in their Schedule of Assets, totaling $5.7M 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 | CW FINANCIAL SERVICES LLC CW FINANCIAL SERVICES LLC INVESTMENT PLAN | WASHINGTON DC | 148 | $34.5M | $4.6M |
| 2 | GDS ASSOCIATES, INC. GDS ASSOCIATES, INC. 401(K) PROFIT SHARING & SALARY DEFERRAL PLAN | MARIETTA GA | 186 | $83.7M | $690K |
| 3 | FOURSQUARE LABS INC. FOURSQUARE LABS INC. 401(K) PLAN |
SAN FRANCISCO CA |
| 177 |
| $38.6M |
| $354K |
