Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding FIDELITY ADVISOR SM CAP VAL M in their Schedule of Assets, totaling $1.4M 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 | INFOVISION, INC INFOVISION, INC 401K PLAN | RICHARDSON TX | 291 | $12.3M | $206K |
| 2 | TENDER LOVING CARE MANAGEMENT TLC MANAGEMENT, INC. 401(K) PLAN | MARION IN | 2,102 | $31.0M | $180K |
| 3 | PARTICLE DYNAMICS INTERNATIONAL, PARTICLE DYNAMICS RETIREMENT PLAN |
ST LOUIS MO |
| 93 |
| $7.0M |
| $168K |
| 4 | POWER DIGITAL MARKETING INC. POWER DIGITAL MARKETING INC. 401(K) PROFIT SHARING PLAN TRUST | SAN DIEGO CA | 536 | $18.8M | $162K |
| 5 | SATURN PETCARE INC SATURN PETCARE INC - 401K | TERRE HAUTE IN | 203 | $3.8M | $143K |
| 6 | HOUSE WORKS LLC HOUSE WORKS LLC 401(K) PLAN | WOBURN MA | 11,844 | $7.2M | $129K |
| 7 | WINCORP INTERNATIONAL, INC. WINCORP INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN AND | MEDLEY FL | 253 | $14.2M | $78K |
| 8 | LOCKWOOD BROADCASTING, INC. LOCKWOOD BROADCASTING, INC. 401(K) PLAN | HAMPTON VA | 284 | $8.2M | $48K |
| 9 | ANDRUS TRANSPORTATION SERVICES I ANDRUS TRANSPORTATION SERVICES, INC. 401(K) PLAN | ST GEORGE UT | 258 | $4.6M | $46K |
| 10 | JUNIPER LANDSCAPING OF FLORIDA JUNIPER LANDSCAPING OF FLORIDA, LLC 401(K) PROFIT SHARING PLAN | FORT MYERS FL | 2,175 | $5.4M | $43K |
