Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Growth Opportunities Z Fund in their Schedule of Assets, totaling $6.2M 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 | THE COUNTRY VINTNER, INC. D/B/A WINEBOW WINEBOW 401(K) PLAN | GLEN ALLEN VA | 1,363 | $144.0M | $3.5M |
| 2 | VALLEY-WIDE HEALTH SYSTEMS, INC. VALLEY-WIDE HEALTH SYSTEMS, INC. 403(B) PLAN | ALAMOSA CO | 554 | $30.2M | $1.4M |
| 3 | PLOCHER AGENCY INCORPORATED PLOCHER INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN |
LOS ANGELES CA |
| 127 |
| $9.5M |
| $1.2M |
