Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FID ADV STOCK SEL MID CAP Z in their Schedule of Assets, totaling $212K 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 | VALIANT ARTIFICIAL LIFT SOLUTION VALIANT ARTIFICIAL LIFT SOLUTIONS 401(K) PLAN | OKLAHOMA CITY OK | 122 | $10.0M | $113K |
| 2 | ZP GROUP ZP GROUP PLAN A | MCLEAN VA | 127 | $17.2M | $41K |
| 3 | ANGELOS RECYCLED MATERIALS ANGELOS RECYCLED MATERIALS 401(K) PLAN |
ST PETERSBURG FL |
| 101 |
| $994K |
| $18K |
| 4 | AIR CONTROL SYSTEMS, INC. AIR CONTROL SYSTEMS, INC. 401(K) RETIREMENT PLAN | ONTARIO CA | 183 | $11.7M | $17K |
| 5 | ZP GROUP ZP GROUP PLAN B | MCLEAN VA | 384 | $13.0M | $14K |
| 6 | CHARLES MATOIAN ENTERPRISES, INC CHARLES MATOIAN ENTERPRISES, INC. DBA OK PRODUCE 401(K) | FRESNO CA | 206 | $25.8M | $9K |
