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 Value Fund Class Z 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 | MCGRATH AUTOMOTIVE GROUP, INC. MCGRATH AUTOMOTIVE GROUP, INC. 401(K) PLAN | CEDAR RAPIDS IA | 663 | $49.6M | $877K |
| 2 | RENEWAL INC. RENEWAL, INC. MONEY PURCHASE PENSION PLAN | PITTSBURGH PA | 110 | $9.9M | $217K |
| 3 | RUPRECHT RUPRECHT |
| 395 |
| $8.7M |
| $109K |
| 4 | OLEAN GENERAL HOSPITAL OLEAN GENERAL HOSPITAL SAVINGS INCENTIVE PLAN | OLEAN NY | 1,383 | $81.5M | $41K |
