Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Adv Small Cap Gr Z Fd in their Schedule of Assets, totaling $3.5M 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 | INDEPENDENT PHYSICIANS RESOURCE, INC. INDEPENDENT PHYSICIANS 401(K) PROFIT SHARING PLAN | ATLANTA GA | 1,606 | $84.4M | $1.7M |
| 2 | MILES SAND & GRAVEL COMPANY MILES SAND & GRAVEL COMPANY RETIREMENT PLAN | PUYALLUP WA | 513 | $58.1M | $1.2M |
| 3 | COQUILLE ECONOMIC DEVELOPMENT CORPORATION |
NORTH BEND OR |
| 505 |
| $15.3M |
| $484K |
| 4 | PHOENIX TACO LLC PHOENIX TACO LLC 401(K) PROFIT SHARING PLAN AND TRUST | MORGANTON NC | 659 | $4.1M | $75K |
| 5 | ONION RIVER COOPERATIVE DBA CITY MARKET ONION RIVER CO-OP 401(K) PLAN | BURLINGTON VT | 261 | $11.5M | $9K |
| 6 | ACTION MANUFACTURING COMPANY ACTION MANUFACTURING COMPANY 401(K) PLAN | BRISTOL PA | 322 | $11.2M | $3K |
