Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Growth Opportunities Fund in their Schedule of Assets, totaling $51.2M 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 | BODMAN PLC BODMAN PLC RETIREMENT PLAN | DETROIT MI | 258 | $161.3M | $24.1M |
| 2 | COOK'S PEST CONTROL, INC. COOK'S PEST CONTROL, INC. EMPLOYEE CAPITAL ACCUMULATION PLAN | DECATUR AL | 1,728 | $77.6M | $13.1M |
| 3 | NEIGHBORHOOD HEALTHCARE NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN |
ESCONDIDO CA |
| 1,418 |
| $59.3M |
| $4.6M |
| 4 | BLACKHAWK BANK & TRUST BLACKHAWK BANK & TRUST EMPLOYEES' PROFIT SHARING & 401(K) PLAN | MILAN IL | 250 | $35.4M | $4.3M |
| 5 | KURA ONCOLOGY, INC. KURA ONCOLOGY, INC. 401(K) PLAN | SAN DIEGO CA | 193 | $24.4M | $2.9M |
| 6 | DATAVOX, INC. DATAVOX INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 220 | $27.2M | $731K |
| 7 | MBK REAL ESTATE LLC MBK REAL ESTATE LLC 401(K) PLAN | IRVINE CA | 4,013 | $34.1M | $641K |
| 8 | LAWSON OPERATING COMPANY, LLC THE LAWSON COMPANIES 401(K) PLAN | NORFOLK VA | 199 | $15.5M | $533K |
| 9 | ADJOIN ADJOIN 403(B) PLAN | SAN DIEGO CA | 267 | $4.0M | $251K |
