Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FidAdv Val Strat Inst Mutual Fund in their Schedule of Assets, totaling $115K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROBERT RESOURCES, L.L.C. ROBERT RESOURCES, L.L.C. RETIREMENT PLAN AND TRUST | NEW ORLEANS LA | 491 | $4.7M | $56K |
| 2 | M. R. WILLIAMS, INC. M. R. WILLIAMS, INC. 401(K) PROFIT SHARING PLAN | HENDERSON NC | 581 | $10.8M | $37K |
| 3 | METREA MANAGEMENT LLC METREA LLC 401(K) PLAN |
BETHANY OK |
| 743 |
| $56.7M |
| $22K |
