Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor New Insights Fund in their Schedule of Assets, totaling $12.7M 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 | KING RANCH, INCORPORATED KING RANCH, INC. 401(K) EMPLOYEE RETIREMENT SAVINGS PLAN | HOUSTON TX | 961 | $63.5M | $9.0M |
| 2 | AUTOMATED FINANCIAL SYSTEMS, INC. AUTOMATED FINANCIAL SYSTEMS, INC. 401(K) SALARY REDUCTION PLAN | EXTON PA | 285 | $85.1M | $3.4M |
| 3 | CHARTER OAK HEALTH CENTER, INC. |
HARTFORD CT |
| 197 |
| $6.1M |
| $183K |
| 4 | AKRON POLICE DEPARTMENT VOLUNTARY EMPLOYEE INSURANCE ASSOCIATION AKRON POLICE DEPARTMENT VOLUNTARY EMPLOYEE INSURANCE ASSOCIATION | AKRON OH | 360 | $2.9M | $103K |
| 5 | CONSOLIDATED CITRUS LIMITED CONSOLIDATED CITRUS 401(K) SAVINGS PLAN | HOUSTON TX | 73 | $9.5M | $5K |
| 6 | COMMUNITY HEALTH ACTION OF STATEN ISLAND, INC. COMMUNITY HEALTH ACTION OF STATEN ISLAND, INC. SECTION 403(B) RETIREMENT PLAN | STATEN ISLAND NY | 136 | $3.2M | $3K |
