Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Equity Growth Fund in their Schedule of Assets, totaling $16.2M 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 | ADTRAN NETWORKS NORTH AMERICA INC. ADTRAN NETWORKS NORTH AMERICA INC. 401(K) PLAN | NORCROSS GA | 297 | $121.0M | $5.9M |
| 2 | SAGE HOSPITALITY RESOURCES, LLC SAGE 401(K) RETIREMENT & SAVINGS PLAN | DENVER CO | 6,053 | $81.3M | $4.4M |
| 3 | FAIRFIELD COUNTY HEALTHCARE ASSOCIATES, P.C. |
SHELTON CT |
| 107 |
| $30.9M |
| $2.6M |
| 4 | SMART TECHNOLOGIES CORP. SMART TECHNOLOGIES 401(K) PLAN | — | 90 | $11.2M | $732K |
| 5 | CONCORDIA BANK & TRUST CONCORDIA BANK & TRUST COMPANY 401(K) PLAN | VIDALIA LA | 121 | $8.8M | $615K |
| 6 | AXON PRESSURE PRODUCTS, INC. AXON PRESSURE PRODUCTS, INC. 401(K) PLAN | HOUSTON TX | 136 | $9.3M | $564K |
| 7 | GUARDIAN ELECTRIC MANUFACTURING COMPANY GUARDIAN ELECTRIC MANUFACTURING COMPANY EMPLOYEES SAVINGS AND RETIREMENT PLAN | WOODSTOCK IL | 168 | $8.2M | $371K |
| 8 | THE POST OAK SCHOOL THE POST OAK SCHOOL RETIREMENT SAVINGS PLAN | BELLAIRE TX | 133 | $10.1M | $356K |
| 9 | INVIVOSCRIBE, INC. INVIVOSCRIBE, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 215 | $19.8M | $333K |
| 10 | CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT, INC. CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN | NEW LONDON CT | 229 | $4.9M | $187K |
