Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Registered Investment Company Fidelity Adv New Insights Z Fund in their Schedule of Assets, totaling $712K 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 | SPS NORTH AMERICA INC. SPS NORTH AMERICA INC. 401K PLAN | NEW YORK NY | 2,823 | $43.1M | $712K |
