Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Advisor Small Cap I # in their Schedule of Assets, totaling $1.2M 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 | GOLUB & COMPANY, LLC GOLUB & COMPANY, LLC 401(K) PLAN | CHICAGO IL | 107 | $19.2M | $403K |
| 2 | GENERAL STAMPING & METALWORKS GENERAL STAMPING & METALWORKS 401(K) PROFIT SHARING PLAN | SOUTH BEND IN | 271 | $11.1M | $387K |
| 3 | NATIONAL OAK DISTRIBUTORS, INC. NATIONAL OAK DISTRIBUTORS, INC. 401(K) PLAN |
WEST PALM BEACH FL |
| 373 |
| $19.3M |
| $308K |
| 4 | OM PARTNERS USA, INC. OM PARTNERS 401(K) PLAN | ATLANTA GA | 194 | $14.1M | $115K |
| 5 | MONARCH ENTERPRISES, INC. MONARCH ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | KIRKLAND WA | 740 | $11.3M | $19K |
| 6 | ROGERS-DABBS CHEVROLET, INC. ROGERS-DABBS CHEVROLET, INC. 401(K) PLAN | BRANDON MS | 101 | $3.9M | $7K |
