Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Fidelity Advisor Equity Growth Z in their Schedule of Assets, totaling $18.4M 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 | MARTEN TRANSPORT, LTD. MARTEN TRANSPORT RETIREMENT SAVINGS PLAN | MONDOVI WI | 3,140 | $137.5M | $6.2M |
| 2 | CRYSTAL CABINET WORKS, INC. CRYSTAL CABINET WORKS, INC. SALARY SAVINGS PLAN | PRINCETON MN | 470 | $63.7M | $4.3M |
| 3 | IPC INTERNATIONAL, INC. IPC INTERNATIONAL, INC. RETIREMENT PLAN |
BANNOCKBURN IL |
| 106 |
| $29.6M |
| $4.1M |
| 4 | MIDCON CABLES CO., INC. MIDCON CABLES 401(K) PLAN AND TRUST | JOPLIN MO | 208 | $7.8M | $1.4M |
| 5 | PARCO, LLC PARCO, LLC 401(K) RETIREMENT PLAN | ONTARIO CA | 196 | $14.2M | $1.4M |
| 6 | ASSOCIATION FOR INDIVIDUAL DEVELOPMENT ASSOCIATION FOR INDIVIDUAL DEVELOPMENT RETIREMENT PLAN | AURORA IL | 645 | $18.2M | $551K |
| 7 | STEWART CANDY COMPANY STEWART CANDY COMPANY 401(K) PLAN | BLACKSHEAR GA | 173 | $12.2M | $497K |
| 8 | CW RESOURCES, INC. 403(B) THRIFT PLAN FOR CW GROUP, INC. | NEW BRITAIN CT | 2,339 | $20.7M | $14K |
