Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Advisor Intl Small Cap Z Mutual fund in their Schedule of Assets, totaling $3.5M 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 | ITS INC ITS INC 401(K) RETIREMENT PLAN & TRUST | JOHNSTON IA | 662 | $107.4M | $2.9M |
| 2 | CORE BANK CORE BANK PROFIT SHARING PLAN AND TRUST | OMAHA NE | 129 | $15.9M | $415K |
| 3 | HELIX ENVIRONMENTAL PLANNING HELIX ENVIRONMENTAL PLANNING 401 K PROFIT SHARING PLAN TRUST |
LA MESA CA |
| 248 |
| $18.9M |
| $198K |
| 4 | STEPWORKS RECOVERY CENTERS, LLC STEPWORKS 401(K) PLAN | ELIZABETHTOWN KY | 122 | $5.4M | $23K |
| 5 | VALLEY PROFESSIONALS COMMUNITY HEALTH CENTER, INC. VPCHC 403B PLAN | CLINTON IN | 274 | $10.5M | $11K |
| 6 | HANSEN & ADKINS AUTO TRANSPORT, INC. HANSEN & ADKINS AUTO TRANSPORT, INC. 401(K) PROFIT SHARING PLAN & TRUST | LOS ALAMITOS CA | 697 | $31.5M | $1K |
| 7 | NEWTON MONTESSORI SCHOOL INC. DBA WELLAN MONTESS WELLAN MONTESSORI SCHOOL 403(B) PLAN | NEWTON MA | 104 | $4.5M | $1K |
