Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FID ADVISOR VALUE Z in their Schedule of Assets, totaling $116K 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 | HMR ACQUISITION COMPANY, INC. HMR ACQUISITION COMPANY, INC. FINANCIAL FREEDOM 401(K) PLAN | SOUTH BEND IN | 831 | $8.8M | $86K |
| 2 | WISEDA CORPORATION WISEDA CORPORATION 401(K) PLAN | FORT WORTH TX | 261 | $7.8M | $30K |
