Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Adv Sm Cap Val M Fund in their Schedule of Assets, totaling $1.5M 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 | GREENWICH HOUSE, INC. GREENWICH HOUSE 403(B) PLAN | NEW YORK NY | 127 | $6.5M | $1.4M |
| 2 | TRM INNOVATIVE HEARTH PRODUCTS TRM INNOVATIVE HEARTH PRODUCTS 401(K) PLAN | RUSSELLVILLE AL | 220 | $11.1M | $121K |
