Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding FID ADV INTL SMALL CAP FUND Z in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RHO, INC. RHO, INC. EMPLOYEES SAVINGS TRUST | DURHAM NC | 506 | $75.3M | $1.0M |
| 2 | COIN WRAP, INC. COIN WRAP, INC. 401(K) PLAN | MIDDLETOWN PA | 166 | $4.8M | $36K |
| 3 | AMERICAN RIVER HOME CARE AMERICAN RIVER HOME CARE 401(K) PLAN |
| 248 |
| $8.0M |
| $21K |
| 4 | TRAX HOLDINGS, INC TRAX HOLDINGS, INC 401(K) PLAN | IRVING TX | 67 | $5.7M | $15K |
| 5 | APOLIS APOLIS 401(K) PLAN | EL SEGUNDO CA | 376 | $15.7M | $15K |
| 6 | PREMIUM MORTGAGE CORPORATION PREMIUM MORTGAGE CORPORATION 401(K) PLAN | ROCHESTER NY | 195 | $15.3M | $7K |
| 7 | FARMER BOYS FOOD INC. FARMER BOYS 401(K) RETIREMENT PLAN | RIVERSIDE CA | 226 | $1.3M | $4K |
| 8 | FLEETMASTER EXPRESS, INC. FLEETMASTER/ENGLANDER 401(K) PLAN | ROANOKE VA | 247 | $5.2M | $3K |
| 9 | VORTO OPERATIONS LLC VORTO OPERATIONS LLC 401(K) PROFIT SHARING PLAN | DENVER CO | 240 | $5.5M | $2K |
| 10 | SIERRA RAILROAD COMPANY SIERRA RAILROAD COMPANY 401(K) PROFIT SHARING PLAN | WEST SACRAMENTO CA | 164 | $2.9M | $2K |
