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 Technology Z in their Schedule of Assets, totaling $71.6M 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 | USI INSURANCE SERVICES LLC USI 401(K) PLAN | VALHALLA NY | 10,494 | $1.5B | $68.5M |
| 2 | ASTRANA HEALTH MANAGEMENT, INC. ASTRANA HEALTH MANAGMENT, INC. CASH OR DEFERRED PROFIT SHARING PLAN | ALHAMBRA CA | 1,222 | $29.7M | $2.0M |
| 3 | MISSION CLOUD SERVICES, INC. MISSION CLOUD SERVICES, INC. 401(K) PLAN |
BEVERLY HILLS CA |
| 190 |
| $18.6M |
| $731K |
| 4 | AUGUSTA ENT, P.C. AUGUSTA ENT, P.C. 401(K) PROFIT SHARING PLAN | EVANS GA | 189 | $34.1M | $426K |
