Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Fidelity advisor technology I in their Schedule of Assets, totaling $15.5M 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 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $12.2M |
| 2 | MACK INDUSTRIES, INC. MACK INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | BRUNSWICK OH | 625 | $36.8M | $1.5M |
| 3 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP |
SAN DIEGO CA |
| 179 |
| $21.2M |
| $708K |
| 4 | ROBIN HOOD FOUNDATION ROBIN HOOD 401(A) EMPLOYER CONTRIBUTION PLAN | NEW YORK NY | 109 | $25.3M | $662K |
| 5 | ROBIN HOOD FOUNDATION ROBIN HOOD 403(B) EMPLOYEE DEFERRAL PLAN | NEW YORK NY | 110 | $23.3M | $368K |
| 6 | I SPIEWAK & SONS INC I SPIEWAK & SONS INC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 92 | $2.9M | $109K |
