Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Adv Intl Cap Apprec Z Mutual fund in their Schedule of Assets, totaling $2.3M 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 | THE CIRCLE K RETIREMENT PLAN CIRCLE K RETIREMENT PLAN | TEMPE AZ | 73,210 | $505.9M | $2.1M |
| 2 | COVATION INC. COVATION SAVINGS PLAN | NEWARK DE | 129 | $15.8M | $138K |
| 3 | DISCOPYLABS DISCOPYLABS 401(K) PLAN | FREMONT CA |
| 246 |
| $8.0M |
| $52K |