Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Advisor International Capital Appreciation Fund - Class Z Mutual fund in their Schedule of Assets, totaling $454K 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 | DAVIS MANAGEMENT COMPANY, LLC THE DAVIS COMPANIES 401(K) PLAN | BOSTON MA | 108 | $29.4M | $447K |
| 2 | BARTELS LUTHERAN HOME CORPORATION DBA BARTELS LUTHERAN RETIREMENT COMM BARTELS LUTHERAN HOME RETIREMENT COMMUNITY 401(K) PLAN | WAVERLY IA | 183 | $3.8M | $7K |
