Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Advisor Intl. Small Cap Z in their Schedule of Assets, totaling $3.6M 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 | WESTWOOD PROFESSIONAL SERVICES, INC. WESTWOOD PROFESSIONAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | PLANO TX | 1,590 | $200.9M | $1.2M |
| 2 | KEY ENTERPRISES LLC KEY ENTERPRISES LLC EMPLOYEE 401(K) PLAN | ST PAUL MN | 126 | $37.8M | $822K |
| 3 | HGL-LBM HOLDINGS LLC |
NEWPORT NH |
| 422 |
| $44.3M |
| $417K |
| 4 | STEWART MANUFACTURING, LLC STEWART MANUFACTURING LLC 401(K) PROFIT SHARING PLAN | HERMANSVILLE MI | 84 | $6.9M | $266K |
| 5 | HERRERA ENVIRONMENTAL CONSULTANTS INC HERRERA ENVIRONMENTAL CONSULTANTS 401K PLAN | SEATTLE WA | 151 | $20.3M | $165K |
| 6 | NATIONAL POWER, LLC NATIONAL POWER 401(K) PLAN | RALEIGH NC | 229 | $8.0M | $153K |
| 7 | GREATER IOWA CREDIT UNION GREATER IOWA CREDIT UNION 401(K) PLAN | AMES IA | 138 | $10.4M | $148K |
| 8 | STEPHENS DISTRIBUTING COMPANY STEPHENS DISTRIBUTING 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 112 | $10.2M | $146K |
| 9 | H.Y.B., INC. DBA HARPER'S H.Y.B., INC. DBA HARPER'S RETIREMENT PROGRAM | KNOXVILLE TN | 470 | $10.8M | $95K |
| 10 | FIRST UROLOGY P.S.C. FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN | JEFFERSONVILLE IN | 332 | $63.5M | $71K |
