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 Z MUTUAL FUND -- EQUITY in their Schedule of Assets, totaling $155K 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 | ALLIANCE FOR EMPOWERMENT, INC. ALLIANCE FOR EMPOWERMENT, INC. 401(K) PLAN | ELMIRA NY | 261 | $10.3M | $82K |
| 2 | ECONOMIC OPPORTUNITY PROGRAM, INC. ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN | ELMIRA NY | 117 | $4.5M | $38K |
| 3 | AIM INDEPENDENT LIVING CENTER |
CORNING NY |
| 907 |
| $2.7M |
| $35K |
