Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding FIDELITY ADV SMALL CAP VAL Z in their Schedule of Assets, totaling $4.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SCHEFFEL & COMPANY, P.C. SCHEFFEL BOYLE 401(K) PROFIT SHARING PLAN | ALTON IL | 92 | $38.0M | $1.9M |
| 2 | SKENDER GROUP, LLC SKENDER GROUP, LLC 401(K) PROFIT SHARING PLAN | CHICAGO IL | 298 | $44.0M | $870K |
| 3 | RFC LLC VOESTALPINE ROLL FORMING CORPORATION 401(K) SAVINGS PLAN |
SHELBYVILLE KY |
| 992 |
| $47.9M |
| $639K |
| 4 | HUB PARKING TECHNOLOGY USA, INC. HUB PARKING TECHNOLOGY USA, INC. 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 113 | $13.6M | $387K |
| 5 | KELLER WILLIAMS REALTY, LLC KWRI 401(K) PLAN | AUSTIN TX | 446 | $83.0M | $233K |
| 6 | IDEXCEL, INC. IDEXCEL, INC. 401(K) PROFIT SHARING PLAN & TRUST | HERNDON VA | 238 | $6.7M | $155K |
| 7 | LOTAME SOLUTIONS, INC. LOTAME SOLUTIONS, INC. 401(K) PLAN | COLUMBIA MD | 80 | $12.8M | $148K |
| 8 | TYSON & MENDES LLP TYSON & MENDES LLP 401(K) PROFIT SHARING PLAN AND TRUST | LA JOLLA CA | 490 | $36.4M | $87K |
| 9 | ADI WORLDLINK, LLC DBA WORLDLINK WORLDLINK 401(K) PLAN | FRISCO TX | 254 | $14.7M | $86K |
| 10 | CA FORTUNE CA FORTUNE 401(K) PLAN | CHICAGO IL | 500 | $17.7M | $72K |
