Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Adv Value Z Fund in their Schedule of Assets, totaling $572K 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 | MID-CONTINENTAL RESTORATION COMPANY, INC. MID-CONTINENTAL RESTORATION COMPANY, INC. 401(K) PLAN | FORT SCOTT KS | 264 | $12.4M | $341K |
| 2 | LONGVIEW WELLNESS CENTER, INC. DBA WELLNESS POINTE LONGVIEW WELLNESS CENTER, INC. DBA WELLNESS POINTE 403(B) PLAN | LONGVIEW TX | 289 | $7.0M | $225K |
| 3 | RAPID-LINE, INC. |
GRAND RAPIDS MI |
| 78 |
| $11.3M |
| $6K |
