Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Advisor Small Cap Value I in their Schedule of Assets, totaling $12.0M 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 | EMERGENCY CARE CONSULTANTS, P.A. THE EMERGENCY CARE CONSULTANTS RETIREMENT PLAN AND TRUST | MINNEAPOLIS MN | 301 | $110.3M | $5.9M |
| 2 | ROBERT MORRIS UNIVERSITY ROBERT MORRIS UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | MOON TOWNSHIP PA | 614 | $187.6M | $2.3M |
| 3 | HYLANT GROUP, INC. |
TOLEDO OH |
| 1,026 |
| $173.8M |
| $2.2M |
| 4 | RAB LIGHTING, INC. RAB LIGHTING, INC. 401(K) PLAN | CRANBURY NJ | 327 | $30.1M | $467K |
| 5 | GK MANAGEMENT CO., INC. GK MANAGEMENT CO., INC. AND AFFILIATED COMPANIES 401(K) PLAN | CULVER CITY CA | 419 | $31.6M | $362K |
| 6 | WATERFORD BANK, N.A. WATERFORD BANK RETIREMENT SAVINGS PLAN | TOLEDO OH | 105 | $21.4M | $271K |
| 7 | CARPARTS.COM, INC. CARPARTS.COM, INC. 401(K) PLAN | TORRANCE CA | 1,008 | $26.6M | $224K |
| 8 | WOODLAND CENTERS WOODLAND CENTERS EMPLOYEES 401(K) PLAN | WILLMAR MN | 229 | $15.4M | $197K |
