Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fidelity Adv Eq Growth Z Fund in their Schedule of Assets, totaling $5.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TNTX, LLC TRUCK GROUP 401(K) PLAN | GRAPEVINE TX | 1,152 | $97.7M | $3.6M |
| 2 | STELLAR INNOVATIONS & SOLUTION STELLAR INNOVATIONS & SOLUTION 401(K) PROFIT SHARING PLAN AND TRUST | MORAINE OH | 174 | $6.8M | $701K |
| 3 | TIMBERLINE DRILLING, INC. TIMBERLINE DRILLING, INC. 401(K) PLAN |
HAYDEN LAKE ID |
| 258 |
| $9.0M |
| $509K |
| 4 | SIMPLEHUMAN LLC SIMPLEHUMAN 401(K) PLAN | TORRANCE CA | 106 | $25.0M | $416K |
