Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Adv Small Cap M Fund in their Schedule of Assets, totaling $76K 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 | OPTIMAE LIEFSERVICES INC OPTIMAE LIFESERVICES, INC. SAVINGS AND INVESTMENT PLAN | FAIRFIELD IA | 1,181 | $5.3M | $63K |
| 2 | HARRIS CHEVROLET, II, L.L.C. HARRIS CHEVROLET 401(K) PLAN | BATON ROUGE LA | 130 | $6.1M | $13K |
