Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FIDELITY ADV VALUE STRATEGY-I in their Schedule of Assets, totaling $424K 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 | GPMF HOLDINGS INC GPMF HOLDINGS 401K | HOLYOKE MA | 129 | $11.5M | $422K |
| 2 | SARASOTA YACHT CLUB INC SARASOTA YACHT CLUB INC 401(K) PLAN | SARASOTA FL | 92 | $2.9M | $3K |
