Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity Advisor Small Cap Growth Fund – Class Z in their Schedule of Assets, totaling $3.1M 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 | OHIO LIVING OHIO LIVING 403(B) PLAN | WESTERVILLE OH | 2,442 | $72.5M | $2.1M |
| 2 | GROUP SERVICES, LLC GROUP SERVICES, LLC 401(K) AND PROFIT SHARING PLAN | FORT WORTH TX | 79 | $37.1M | $728K |
| 3 | LMBI, L.P. LMB, INC. 401(K) PLAN | FORT WORTH |
| 206 |
| $19.8M |
| $151K |
| 4 | UTILITY SUPPLY AND CONSTRUCTION COMPANY UTILITY SUPPLY AND CONSTRUCTION COMPANY SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | REED CITY MI | 379 | $41.7M | $140K |
