Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FIDELITY ADV VAL STRG FD CL I MUTUAL FUNDS in their Schedule of Assets, totaling $1.0M 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 | CANCER PARTNERS OF NEBRASKA, P.C. CANCER PARTNERS OF NEBRASKA 401(K) PROFIT SHARING PLAN | LINCOLN NE | 187 | $32.8M | $901K |
| 2 | CODONICS, INC. CODONICS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MIDDLEBURG HEIGHTS OH | 124 | $23.7M | $124K |
