Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Advisor Intl Small Cap Z Mutual Funds in their Schedule of Assets, totaling $446K 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 | PATHFINDER BANK PATHFINDER BANK 401(K) SAVINGS PLAN | OSWEGO NY | 271 | $20.5M | $415K |
| 2 | MILESTONES BEHAVIORAL SERVICES, INC., DBA CONNECTICUT CENTER FOR CH MILESTONES BEHAVIORAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | MILFORD CT | 152 | $7.6M | $19K |
| 3 | NWBT, INC. |
DAVENPORT IA |
| 75 |
| $10.3M |
| $9K |
| 4 | KOOIMA COMPANY, LLC KOOIMA COMPANY, LLC 401(K) PLAN | ROCK VALLEY IA | 162 | $7.9M | $3K |
