Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Fidelity Advisor Technology in their Schedule of Assets, totaling $28.4M 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 | ALTAIR ENGINEERING, INC. ALTAIR SALARY REDUCTION PROFIT SHARING PLAN | TROY MI | 1,006 | $262.8M | $25.0M |
| 2 | TILSON HR, INC. SECURUS 401(K) PLAN | GREENWOOD IN | 966 | $52.9M | $1.4M |
| 3 | MANAGEPOINT MANAGEPOINT RETIREMENT PLAN | INDIANAPOLIS |
| 691 |
| $18.6M |
| $1.4M |
| 4 | J RANCK ELECTRIC, INC. J RANCK ELECTRIC, INC. EMPLOYEES' PROFIT SHARING PLAN | MT. PLEASANT MI | 123 | $22.7M | $518K |
| 5 | PREFERRED PROPPANTS LLC PREFERRED COMPANIES 401(K) RETIREMENT PLAN | WAYNE PA | 71 | $11.3M | $110K |
| 6 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER UT | — | $649.1M | $60K |
| 7 | LOTUS HR, INC. LOTUS HR, INC. 401(K) PLAN | MONTGOMERY AL | 198 | $6.7M | $37K |
