Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Adv Sm Cap Val I Fund in their Schedule of Assets, totaling $4.4M 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 | THOMPSON MOTOR GROUP, INC. THE THOMPSON ORGANIZATION 401(K) INCENTIVE SAVINGS PLAN | DOYLESTOWN PA | 447 | $57.2M | $2.2M |
| 2 | LENDINGTREE, INC. LENDINGTREE, INC. 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 837 | $107.4M | $2.1M |
| 3 | PAC-12 ENTERPRISES, LLC PAC-12 ENTERPRISES, LLC GENERATION PLAN |
SAN RAMON CA |
| 15 |
| $18.9M |
| $74K |
| 4 | PAC-12 ENTERPRISES, LLC PAC-12 ENTERPRISES, LLC ACCESS PLAN | SAN RAMON CA | 69 | $3.4M | $20K |
