Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Fidelity Advisor Small Cap Growth in their Schedule of Assets, totaling $2.6M 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 | KOHRS LONNEMANN HEIL ENGINEERS, INC. KOHRS LONNEMANN HEIL ENGINEERS, INC. 401(K) PROFIT SHARING PLAN | FORT THOMAS KY | 117 | $20.2M | $1.1M |
| 2 | NASUNI CORPORATION NASUNI CORPORATION 401K PLAN | BOSTON MA | 433 | $41.9M | $714K |
| 3 | THE WILLIAMS COMPANIES, INC. BLUE RACER MIDSTREAM 401(K) PLAN |
TULSA OK |
| 213 |
| $26.2M |
| $298K |
| 4 | WELIA HEALTH WELIA HEALTH 401(K) RETIREMENT SAVINGS PLAN | MORA MN | 593 | $26.6M | $193K |
| 5 | BLUE RACER MIDSTREAM, LLC BLUE RACER MIDSTREAM 401(K) PLAN | DALLAS TX | 180 | $20.5M | $185K |
| 6 | UTILITY SUPPLY AND CONSTRUCTION COMPANY UTILITY SUPPLY AND CONSTRUCTION COMPANY SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | REED CITY MI | 379 | $41.7M | $89K |