Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Advisor Small Cap Value Z Fidelity 0 in their Schedule of Assets, totaling $6.2M 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 | ALTERNATE SOLUTIONS HEALTH NETWORK, LLC ALTERNATE SOLUTIONS HEALTHCARE SYSTEM, INC. 401(K) | DAYTON OH | 1,792 | $47.6M | $3.4M |
| 2 | BAXTER & WOODMAN, INC. BAXTER & WOODMAN 401K RETIREMENT SAVINGS PLAN | CRYSTAL LAKE IL | 415 | $89.2M | $802K |
| 3 | MASSARO CONSTRUCTION GROUP, INC. |
PITTSBURGH PA |
| 82 |
| $19.9M |
| $774K |
| 4 | FEROLIE CORPORATION FEROLIE CORPORATION EE'S SVGS INVESTMENT PLAN | MONTVALE NJ | 421 | $53.5M | $540K |
| 5 | LAKE/FLATO ARCHITECTS, INC. LAKE/FLATO ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN ANTONIO TX | 143 | $24.8M | $359K |
| 6 | THE HARRISON STEEL CASTINGS COMPANY HARRISON PROFIT SHARING AND RETIREMENT PLAN | ATTICA IN | 419 | $30.7M | $194K |
| 7 | VISUAL DATA MEDIA SERVICES, LLC VISUAL DATA MEDIA SERVICES, LLC 401(K) PLAN | BURBANK CA | 70 | $8.3M | $80K |
| 8 | CODA, INC. CODA, INC. 401(K) PLAN | PORTLAND OR | 212 | $6.1M | $44K |
| 9 | 1UPHEALTH 1UPHEALTH 401(K) PLAN | BOSTON MA | 123 | $5.4M | $7K |
