Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments Fidelity Adv Growth Opp Z Fund in their Schedule of Assets, totaling $6.3M 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 | PLANET EQUITY GROUP, LLC PLANET EQUITY GROUP, LLC 401(K) PLAN | WESTERN SPRINGS IL | 1,310 | $53.3M | $2.9M |
| 2 | PROVIDENCE HOLDING, INC. PROVIDENCE ENGINEERING & ENVIRONMENTAL GROUP, LLC 401(K) PENSION PLAN | BATON ROUGE LA | 116 | $12.1M | $2.1M |
| 3 | THE MCKISSACK GROUP, INC. D/B/A MCKISSACK & MCKISSACK |
NEW YORK NY |
| 124 |
| $8.9M |
| $443K |
| 4 | STELLAR INNOVATIONS & SOLUTION STELLAR INNOVATIONS & SOLUTION 401(K) PROFIT SHARING PLAN AND TRUST | MORAINE OH | 174 | $6.8M | $406K |
| 5 | OSBORN & BARR COMMUNICATIONS, INC. OSBORN & BARR COMMUNICATIONS EMPLOYEE SAVINGS PLAN | CREVE COEUR MO | 47 | $12.6M | $258K |
| 6 | FREIXENET SONOMA CAVES, INC. FREIXENET SONOMA CAVES, INC. PROFIT SHARING PLAN | SONOMA CA | 164 | $19.2M | $218K |
