Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FIDELITY ADV LARGE CAP I in their Schedule of Assets, totaling $595K 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 QT COMPANY THE QT COMPANY 401K PLAN | SAN JOSE CA | 119 | $17.7M | $408K |
| 2 | KOREAN COMMUNITY SERVICES INC. KOREAN COMMUNITY SERVICES INC 401K AND PROFIT SHARING PLAN | ANAHEIM CA | 185 | $4.2M | $80K |
| 3 | CAF USA, INC. CAF USA, INC. 401(K) PROFIT SHARING PLAN |
ELMIRA HEIGHTS NY |
| 113 |
| $11.2M |
| $60K |
| 4 | KOREAN COMMUNITY SERVICES INC. KOREAN AMERICAN CENTER 401K AND PROFIT SHARING PLAN | ANAHEIM CA | 169 | $2.7M | $48K |