Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Advisor Asset Manager 20% Z Mutual Fund - in their Schedule of Assets, totaling $1.8M 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 | FMI AEROSTRUCTURES, LLC FMI MACHINING, LLC 401(K) PLAN | VALENCIA CA | 172 | $7.4M | $1.5M |
| 2 | LEESAR INC. LEESAR INC. 401(K) PROFIT SHARING PLAN & TRUST | FT MYERS FL | 268 | $14.2M | $300K |
| 3 | AMERICANTCS FIDUCIARY SERVICES, LLC RPS SMARTCOURSE SAVINGS PLAN |
PITTSBURGH PA |
| 691 |
| $10.1M |
| $13K |
| 4 | DUTCH VALLEY FOOD DISTRIBUTORS, INC. DUTCH VALLEY FOOD DISTRIBUTORS, INC. 401(K) PLAN | MYERSTOWN PA | 345 | $25.0M | $11K |
