Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Advisor Small Cap Value Fund: Class Z Mutual Fund in their Schedule of Assets, totaling $3.7M 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 | HOSPITAL FOR SPECIAL CARE HOSPITAL FOR SPECIAL CARE 403(B) RETIREMENT PLAN | NEW BRITAIN CT | 1,261 | $118.3M | $966K |
| 2 | TONNESON & COMPANY, PC TONNESON & COMPANY, PC. 401(K) PROFIT SHARING RETIREMENT PLAN | WAKEFIELD MA | 95 | $30.0M | $685K |
| 3 | BOSTON HEALTHCARE FOR HOMELESS |
BOSTON MA |
| 432 |
| $22.0M |
| $669K |
| 4 | BIRKENSTOCK USA, LP BIRKENSTOCK 401(K) PLAN | NOVATO CA | 343 | $29.7M | $593K |
| 5 | MELTWATER NEWS US, INC. MELTWATER NEWS US INC. 401(K) PLAN | REDWOOD CITY CA | 862 | $61.0M | $411K |
| 6 | BRT EXTRUSIONS, INC. BRT EXTRUSIONS, INC. 401(K) PLAN | NILES OH | 382 | $5.2M | $302K |
| 7 | DWELLWORKS, LLC DWELLWORKS, LLC 401(K) PLAN | CLEVELAND OH | 111 | $11.5M | $31K |
