Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FID ADV SMALL CAP FUND - Z in their Schedule of Assets, totaling $1.8M 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 | AZURITY PHARMACEUTICALS, INC. AZURITY PHARMACEUTICAL, INC. 401(K) PROFIT SHARING PLAN TRUST | WOBURN MA | 389 | $62.9M | $891K |
| 2 | REPUTATION INSTITUTE, INC. REPUTATION INSTITUTE 401(K) PLAN | BOSTON MA | 55 | $10.0M | $359K |
| 3 | ALLIED DENTAL PRACTICES OF NJ PROSMILE RETIREMENT SAVINGS PLAN |
WOODBRIDGE NJ |
| 830 |
| $13.2M |
| $203K |
| 4 | WOODS HOLE GROUP WOODS HOLE GROUP 401(K) PROFIT SHARING PLAN | BOURNE MA | 90 | $15.2M | $155K |
| 5 | WOBURN FOREIGN MOTORS, INC. WOBURN FOREIGN MOTORS, INC. 401(K) PLAN | WOBURN MA | 373 | $24.7M | $78K |
| 6 | INTERCARE THERAPY, INC. INTERCARE THERAPY, INC. PROFIT SHARING PLAN | LOS ANGELES CA | 589 | $8.4M | $42K |
| 7 | INTERCARE THERAPY, INC. INTERCARE THERAPY, INC. PROFIT SHARING PLAN | LOS ANGELES CA | 589 | $8.4M | $42K |
