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 in their Schedule of Assets, totaling $1.7M 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 | JWF INDUSTRIES JWF INDUSTRIES 401(K) PLAN | JOHNSTOWN PA | 318 | $44.9M | $900K |
| 2 | ATLAS OIL COMPANY ATLAS OIL COMPANY 401(K) PLAN | BIRMINGHAM MI | 311 | $15.4M | $782K |
| 3 | NELSON BROS READY MIX, LTD. NBR/R&R 401(K) PLAN | LEWISVILLE |
| 239 |
| $1.8M |
| $21K |
