Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Adv Sm Cap Val Z Fund in their Schedule of Assets, totaling $12.0M 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 | INDUSTRIAL TURNAROUND CORPORATION INDUSTRIAL TURNAROUND CORPORATION 401(K)PLAN | CHESTER VA | 461 | $55.1M | $9.4M |
| 2 | THE BOLLES SCHOOL THE BOLLES SCHOOL RETIREMENT PLAN | JACKSONVILLE FL | 286 | $68.9M | $955K |
| 3 | MIDWEST VETERINARY PARTNERS. LLC MIDWEST VETERINARY PARTNERS 401(K) PLAN |
SOUTHFIELD MI |
| 7,950 |
| $165.5M |
| $874K |
| 4 | FROM THE HEART CHURCH MINISTRIES FROM THE HEART CHURCH MINISTRIES, INC. RETIREMENT PLAN AND TRUST | SUITLAND MD | 101 | $10.0M | $291K |
| 5 | MAGYAR BANK MAGYAR BANK 401(K) PROFIT SHARING PLAN | NEW BRUNSWICK NJ | 105 | $13.6M | $246K |
| 6 | ALLSTATE SALES GROUP INC ALLSTATE SALES GROUP INC 401(K) PLAN | HOLMDEL NJ | 746 | $12.6M | $165K |
| 7 | NORTH AMERICAN FIRE HOLDINGS, LLC ALTUS FIRE & LIFE SAFETY 401(K) PLAN | NEW YORK NY | 319 | $24.0M | $52K |
| 8 | SUCCESS MORTGAGE PARTNERS, INC. SUCCESS MORTGAGE PARTNERS, INC. 401(K) PLAN | PLYMOUTH MI | 411 | $9.1M | $15K |
| 9 | SCHUBER MITCHELL HOMES PBC, INC. SCHUBER MITCHELL HOMES RETIREMENT SAVINGS PLAN | JOPLIN MO | 239 | $105.6M | $14K |
| 10 | ADVANCED MEDICAL MANAGEMENT, LLC ADVANCED MEDICAL MANAGEMENT 401(K) RETIREMENT PLAN | BALTIMORE MD | 817 | $9.2M | $8K |
