Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Adv Sm Cap Val Z Fund Mutual Fund in their Schedule of Assets, totaling $424K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROCKY MOUNTAIN INSTITUTE ROCKY MOUNTAIN INSTITUTE TAX SHELTERED ANNUITY PLAN | BOULDER CO | 606 | $55.4M | $235K |
| 2 | LESSEN LLC LESSEN 401(K) PLAN | CHICAGO IL | 872 | $40.1M | $161K |
| 3 | BENNETT THRASHER, LLP BENNETT THRASHER, LLP 401(K) PROFIT SHARING PLAN |
ATLANTA GA |
| 525 |
| $69.6M |
| $28K |
