Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Fidelity Advisor Technology Z in their Schedule of Assets, totaling $21.5M 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 | SAFRAN USA, INC. SAFRAN RETIREMENT AND SAVINGS ACCOUNT PLAN | IRVING TX | 3,913 | $598.1M | $5.1M |
| 2 | CHIESA SHAHINIAN & GIANTOMASI PC CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) | ROSELAND NJ | 236 | $137.1M | $4.9M |
| 3 | WEBCOR CONSTRUCTION LP DBA WEBCOR BUILDERS |
ALAMEDA CA |
| 442 |
| $133.6M |
| $4.1M |
| 4 | MCCORMICK TAYLOR, INC. MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN | PHILADELPHIA PA | 407 | $84.7M | $2.8M |
| 5 | STEPSTONE GROUP LP STEPSTONE GROUP LP 401(K) RETIREMENT PLAN | LA JOLLA CA | 695 | $101.1M | $2.1M |
| 6 | AUTOMATED BUILDING SYSTEMS, INC. AUTOMATED BUILDING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | GLASTONBURY CT | 97 | $15.4M | $2.0M |
| 7 | STAUFF CORPORATION STAUFF CORPORATION PROFIT SHARING PLAN AND TRUST | WALDWICK NJ | 116 | $8.9M | $225K |
| 8 | SANTA CRUZ COUNTY BANK SANTA CRUZ COUNTY BANK RETIREMENT TRUST | SANTA CRUZ CA | 220 | $18.8M | $175K |
| 9 | SK GC AMERICAS INC. SK GC AMERICAS INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 106 | $9.1M | $119K |
| 10 | MERIDIAN TITLE COMPANY, LLC DBA MERIDIAN TITLE CORPORATION MERIDIAN TITLE CORPORATION EMPLOYEE'S SAVINGS AND PROFIT SHARING PLAN | SOUTH BEND IN | 202 | $13.0M | $101K |
