Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Adv SmCp Value Fd Z Registered Investment Company in their Schedule of Assets, totaling $4.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TOOTSIE ROLL INDUSTRIES, LLC TOOTSIE ROLL INDUSTRIES, LLC EMPLOYEES PENSION | CHICAGO IL | 206 | $57.8M | $1.3M |
| 2 | TOOTSIE ROLL INDUSTRIES, LLC TOOTSIE ROLL INDUSTRIES LLC PROFIT SHARING PLAN | CHICAGO IL | 217 | $88.2M | $1.2M |
| 3 | ANDES CANDIES LP ANDES CANDIES EMPLOYEES RETIREMENT & SAVINGS PLAN |
CHICAGO IL |
| 139 |
| $21.9M |
| $493K |
| 4 | CAMBRIDGE BRANDS, INC. CAMBRIDGE BRANDS INC. RETIREMENT AND SAVINGS PLAN | CHICAGO IL | 176 | $25.3M | $450K |
| 5 | CHARMS LLC CHARMS EMPLOYEES RETIREMENT AND SAVINGS PLAN | CHICAGO IL | 404 | $35.6M | $232K |
| 6 | GOKEN AMERICA LLC GOKEN AMERICA LLC 401(K) PLAN | DUBLIN OH | 212 | $9.6M | $163K |
| 7 | TOOTSIE ROLL INDUSTRIES, LLC TOOTSIE ROLL INDUSTRIES, LLC 401(K) PLAN | CHICAGO IL | 99 | $5.4M | $79K |
