Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Asset Manager 40% Fund in their Schedule of Assets, totaling $46K 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 | CLARUS COMMERCE LLC DBA EBBO EBBO 401(K) PLAN | ROCKY HILL CT | 176 | $22.4M | $46K |
