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 Z Fund in their Schedule of Assets, totaling $682K 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 | DAY'S CHEVROLET INC. DAY'S CHEVROLET INC. 401K SAVINGS PLAN | ACWORTH GA | 135 | $9.0M | $469K |
| 2 | FROM THE HEART CHURCH MINISTRIES FROM THE HEART CHURCH MINISTRIES, INC. RETIREMENT PLAN AND TRUST | SUITLAND MD | 101 | $10.0M | $121K |
| 3 | TETON VALLEY HEALTH CARE, INC. |
DRIGGS ID |
| 364 |
| $7.9M |
| $82K |
| 4 | MERCHANTS BONDING MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN | WEST DES MOINES IA | 245 | $58.2M | $11K |
