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® 85% Z in their Schedule of Assets, totaling $166K 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 | BATH SAVER, INC. BATH SAVER, INC. 401(K) PLAN | LEWISBERRY PA | 552 | $15.0M | $166K |
