Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Adv Worldwide M Fund in their Schedule of Assets, totaling $102K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PENNEY RETIREMENT COMMUNITY PENNEY RETIREMENT COMMUNITY 403(B) PLAN | PENNEY FARMS FL | 208 | $4.6M | $57K |
| 2 | SANTA CRUZ COMMUNITY HEALTH CENTERS SANTA CRUZ COMMUNITY HEALTH CENTERS 401(K) PROFIT SHARING PLAN | SANTA CRUZ CA | 248 | $9.8M | $45K |
