Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Advisor Small Cap M in their Schedule of Assets, totaling $95K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRANSPORT WORKERS UNION LOCAL 10 TRANSPORT WORKERS UNION LOCAL 100 401K PLAN | BROOKLYN NY | 964 | $2.6M | $44K |
| 2 | MOUNTAIN PROJECTS, INC. MOUNTAIN PROJECTS, INC. TAX DEFERRED ANNUITY PLAN | WAYNESVILLE NC | 148 | $3.6M | $26K |
| 3 | FIRST SUN MANAGEMENT CORPORATION |
PIEDMONT SC |
| 160 |
| $850K |
| $19K |
| 4 | SPARUS UTILITY SERVICES, LLC SPARUS UTILITY SERVICES, LLC 401K PLAN AND TRUST | MISSOULA MT | 345 | $3.2M | $7K |
