Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Adv Stk Sel Sm Cp Z in their Schedule of Assets, totaling $22.9M 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 | ADVANCED DRAINAGE SYSTEMS, INC. ADVANCED DRAINAGE SYSTEMS, INC. RETIREMENT AND STOCK OWNERSHIP PLAN | HILLIARD OH | 5,249 | $1.1B | $22.6M |
| 2 | WATER PURE, INC. DBA PURITY PRODUCTS WATER PURE, INC. 401(K) PLAN | PLAINVIEW NY | 95 | $10.7M | $182K |
| 3 | CREDENCE MANAGEMENT SOLUTIONS LLC |
MCLEAN VA |
| 270 |
| $23.3M |
| $61K |
| 4 | THE MAHAFFEY APARTMENT COMPANY MAHAFFEY APARTMENT COMPANY 401(K) PLAN | ST. PETERSBURG FL | 403 | $3.2M | $7K |