Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Advisor Small Cap Value Fund Class I " in their Schedule of Assets, totaling $1.7M 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 | RUBENSTEIN ASSOCIATES, INC. RUBENSTEIN 401(K) PLAN | NEW YORK NY | 125 | $37.2M | $638K |
| 2 | AZUL SYSTEMS, INC. AZUL SYSTEMS, INC. 401(K) PLAN | SUNNYVALE CA | 104 | $21.1M | $479K |
| 3 | GEHRY PARTNERS, LLP FRANK O. GEHRY & ASSOCIATES, INC. / GEHRY PARTNERS, LLP 401(K) PLAN |
LOS ANGELES CA |
| 87 |
| $53.2M |
| $366K |
| 4 | WELLNESS PET LLC THE WELLNESS PET COMPANY EMPLOYEE 401(K) PLAN | BURLINGTON MA | 349 | $34.5M | $177K |
| 5 | HARTLEY & PARKER LTD, INC. HARTLEY & PARKER LTD, INC. 401(K) PLAN | TAUNTON MA | 175 | $11.4M | $10K |
