Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Equity Growth Z in their Schedule of Assets, totaling $4.9M 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 | STAFFING PLUS, INC STAFFING PLUS 401(K) RETIREMENT PLAN | WOODRIDGE IL | 120 | $9.1M | $2.3M |
| 2 | MICHIGAN HEALTH & HOSPITAL ASSOCIATION MICHIGAN HEALTH & HOSPITAL ASSOCIATION 401(K) THRIFT & SAVINGS PLAN | OKEMOS MI | 99 | $33.2M | $1.7M |
| 3 | AMERISERV FINANCIAL AMERISERV FINANCIAL PENSION PLAN |
JOHNSTOWN PA |
| 110 |
| $62.5M |
| $676K |
| 4 | MOUNTAINSIDE TREATMENT CENTER MOUNTAINSIDE RETIREMENT SAVINGS PLAN | CANAAN CT | 356 | $10.2M | $207K |
