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 International Growth Fund Class Z in their Schedule of Assets, totaling $7.4M 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 | WEST SHORE HOME, LLC WEST SHORE HOME, LLC 401(K) PLAN | MECHANICSBURG PA | 2,429 | $62.2M | $5.5M |
| 2 | NORTHSTAR GROUP SERVICES, INC. NORTHSTAR GROUP SERVICES, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 1,370 | $88.1M | $1.3M |
| 3 | NEWPORT GROUP, INC. QUALIFIED PLAN ADVISORS POOLED EMPLOYER PLAN |
FOLSOM CA |
| 1,212 |
| $17.9M |
| $575K |
| 4 | MISSION CLOUD SERVICES, INC. MISSION CLOUD SERVICES, INC. 401(K) PLAN | BEVERLY HILLS CA | 190 | $18.6M | $130K |
