Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments** Fidelity Advisor Small Cap Growth Fund in their Schedule of Assets, totaling $3.0M 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 | NEIGHBORHOOD HEALTHCARE NEIGHBORHOOD HEALTHCARE 403(B) RETIREMENT PLAN | ESCONDIDO CA | 1,418 | $59.3M | $1.1M |
| 2 | IDERA, INC. IDERA 401(K) SAVINGS PLAN | AUSTIN TX | 297 | $61.7M | $778K |
| 3 | MALIN SPACE SCIENCE SYSTEMS, INC MALIN SPACE SCIENCE SYSTEMS, INC. RETIREMENT PLAN |
SAN DIEGO CA |
| 86 |
| $24.7M |
| $588K |
| 4 | DR. MARTENS DR. MARTENS 401(K) RETIREMENT PLAN | PORTLAND OR | 1,029 | $23.7M | $152K |
| 5 | RAISE MARKETPLACE, LLC RAISE MARKETPLACE, LLC 401 (K) PLAN | CHICAGO IL | 32 | $7.8M | $147K |
| 6 | ONIT, INC. ONIT 401(K) PLAN | ATLANTA GA | 259 | $20.6M | $134K |
| 7 | KOLL BREN SCHREIBER REALTY ADVISORS KOLL BREN SCHREIBER REALTY ADVISORS EMPLOYEES' 401(K) PLAN | NEWPORT BEACH CA | 83 | $37.6M | $101K |
| 8 | MUTH MIRROR SYSTEMS LLC MUTH COMPANY 401K PLAN | SHEBOYGAN WI | 147 | $12.2M | $29K |
