Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Fidelity Advisor Small Cap M in their Schedule of Assets, totaling $4.3M 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 | AMERICAN OUTCOMES MANAGEMENT,L. AMERICAN OUTCOMES MANAGEMENT, L.P 401(K) PLAN | ARLINGTON TX | 134 | $13.1M | $661K |
| 2 | DELEET MERCHANDISING CORP. PRINTERS' SERVICE AND AFFILIATED COMPANIES 401(K) RETIREMENT PLAN | NEWARK NJ | 145 | $17.1M | $652K |
| 3 | BTL INDUSTRIES, INC. |
MARLBOROUGH MA |
| 201 |
| $6.9M |
| $577K |
| 4 | COMPASS WELL SERVICES LLC COMPASS WELL SERVICES, LLC 401(K) PLAN | FORT WORTH TX | 81 | $6.4M | $563K |
| 5 | WELLSPACE HEALTH WELLSPACE HEALTH 401(K) RETIREMENT SAVINGS PLAN | SACRAMENTO CA | 872 | $26.3M | $403K |
| 6 | DIAMOND RESIDENTIAL MORTGAGE COR DIAMOND RESIDENTIAL MORTGAGE CORPORATION 401(K) PLAN | LAKE FOREST IL | 113 | $10.5M | $272K |
| 7 | RGBSI, INC. RAPID GLOBAL BUSINESS 401(K) PROFIT SHARING PLAN | TROY MI | 378 | $11.3M | $244K |
| 8 | MERGON CORPORATION MERGON CORPORATION 401(K) RETIREMENT PLAN | ANDERSON SC | 211 | $5.4M | $242K |
| 9 | OCEAN ASSOCIATES, INC. OCEAN ASSOCIATES, INC. 401(K) PLAN | ARLINGTON VA | 141 | $8.7M | $128K |
| 10 | INDUSTRIAL EXPERIMENTAL TECHNOLO CAMMENGA & IET 401K PLAN & TRUST | SOUTHFIELD MI | 77 | $2.5M | $111K |
