Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FIDELITY ADV VALUE STRATEGY M in their Schedule of Assets, totaling $791K 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 | CYTOVANCE BIOLOGICS, INC. CYTOVANCE BIOLOGICS, INC. 401(K) PROFIT SHARING PLAN & TRUST | OKLAHOMA CITY OK | 192 | $18.8M | $370K |
| 2 | HDL MANAGEMENT USA CORPORATION HDL MANAGEMENT USA CORPORATION- 401K PLAN | ARCADIA CA | 440 | $4.4M | $168K |
| 3 | SAC, INC. SAC, INC. 401K PLAN |
BEDFORD PA |
| 149 |
| $9.2M |
| $123K |
| 4 | THE ONE 23 GROUP THE ONE 23 GROUP 401(K) PLAN | HERNDON VA | 122 | $3.7M | $63K |
| 5 | SHEIN DISTRIBUTION CORPORATION SHEIN DISTRIBUTION CORPORATION- 401K PLAN | LOS ANGELES CA | 267 | $4.7M | $58K |
| 6 | CAROUSEL DEVELOPMENT & RESTORA CAROUSEL DEVELOPMENT & RESTORATION, INC. 401(K) PROFIT | DELRAY BEACH FL | 55 | $4.1M | $9K |
