Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Advisor International Cap App Z Mutual fund in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SV-DVF HOLDINGS, LLC DIVERSIFIED SEARCH GROUP RETIREMENT PLAN | PHILADELPHIA PA | 267 | $47.0M | $653K |
| 2 | ALCAL INDUSTRIES, INC. ALCAL INDUSTRIES, INC. 401(K) SAVINGS PLAN AND TRUST | HAYWARD CA | 285 | $24.8M | $462K |
| 3 | ATLANTIC TRACK & TURNOUT CO. ATLANTIC TRACK & TURNOUT, CO. 401(K) PLAN & TRUST |
BLOOMFIELD NJ |
| 212 |
| $5.6M |
| $314K |
| 4 | STELLANTIS FINANCIAL SERVICES, INC. STELLANTIS FINANCIAL SERVICES, INC. 401(K) PLAN | HOUSTON TX | 1,192 | $44.6M | $238K |
| 5 | AMEGO, INC. AMEGO, INC. 403(B) PLAN | ATTLEBORO MA | 1,474 | $17.5M | $198K |
| 6 | NEW VISIONS FOR PUBLIC SCHOOLS NEW VISIONS FOR PUBLIC SCHOOLS 403(B) PLAN | NEW YORK NY | 542 | $73.9M | $163K |
| 7 | BRIGGS MANAGEMENT, LLC. DAIQUIRIS/FAT TUESDAY RETIREMENT SAVINGS PLAN | CORAL GABLES FL | 249 | $9.9M | $33K |
| 8 | HOPEWELL FUND HOPEWELL FUND 401(K) PLAN | WASHINGTON DC | 100 | $9.7M | $29K |
| 9 | WINDWARD FUND WINDWARD FUND 401(K) PLAN | WASHINGTON DC | 76 | $4.4M | $18K |
| 10 | MIDATLANTIC REALTY PARTNERS, LLC MIDATLANTIC REALTY PARTNERS, LLC 401(K) PLAN | WASHINGTON DC | 134 | $9.8M | $15K |
