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 Value Z in their Schedule of Assets, totaling $14.8M 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 | NETJETS INC. NETJETS INC. 401(K) PLAN | COLUMBUS OH | 3,191 | $835.6M | $14.8M |
| 2 | JAY PETROLEUM INC. JAY PETROLEUM INC. 401K PLAN | PORTLAND IN | 355 | $4.9M | $2K |
