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 Value in their Schedule of Assets, totaling $1.9M 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 | BEEKLEY CORPORATION BEEKLEY CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | BRISTOL CT | 98 | $27.3M | $1.3M |
| 2 | HARVARD MANAGEMENT COMPANY INC. HARVARD MANAGEMENT COMPANY INC. PENSION PLAN | BOSTON MA | 102 | $58.2M | $356K |
| 3 | GETWELLNETWORK, INC. GETWELLNETWORK, INC. 401(K) PLAN |
BETHESDA MD |
| 215 |
| $25.3M |
| $183K |
| 4 | HARROGATE INCORPORATED HARROGATE EMPLOYEES ANNUITY PLAN | LAKEWOOD NJ | 208 | $6.2M | $65K |
