Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FIDELITY ADV SMALL CAP VAL A in their Schedule of Assets, totaling $107K 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 | NEXT POINT CAPITAL CORPORATION RETIREMENT SAVINGS AND INCENTIVE PLAN | HENDERSON NV | 68 | $5.8M | $51K |
| 2 | ADVANCED MEDICAL MANAGEMENT,INC. ADVANCED MEDICAL MANAGEMENT INC. RETIREMENT PLAN | LONG BEACH CA | 177 | $4.3M | $30K |
| 3 | FPL FOOD, LLC FPL FOOD, LLC 401(K) PLAN |
AUGUSTA GA |
| 1,022 |
| $7.5M |
| $23K |
| 4 | VILLAGE CAREGIVING, LLC VILLAGE CAREGIVING, LLC 401(K) PLAN | BARBOURSVILLE WV | 1,245 | $491K | $3K |