Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fidelity Advisor Small-Cap Value Z Mutual Fund in their Schedule of Assets, totaling $3.4M 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 | COLUMBIA INTERNATIONAL UNIVERSITY COLUMBIA INTERNATIONAL UNIVERSITY 401(K) PLAN | COLUMBIA SC | 434 | $30.4M | $775K |
| 2 | ABHE & SVOBODA, INC. ABHE & SVOBODA, INC. 401(K) PROFIT SHARING PLAN | JORDAN MN | 102 | $28.6M | $722K |
| 3 | TAYLOR MANAGEMENT COMPANY |
WHIPPANY NJ |
| 231 |
| $8.6M |
| $424K |
| 4 | ACIST MEDICAL SYSTEMS, INC. BRACCO MEDICAL TECHNOLOGIES 401(K) PLAN | EDEN PRAIRIE MN | 371 | $70.6M | $356K |
| 5 | S&S CYCLE, INC. S&S CYCLE, INC. PROFIT SHARING PLAN | VIOLA WI | 187 | $21.0M | $313K |
| 6 | MERSINO DEWATERING, LLC MERSINO DEWATERING, LLC 401(K) PLAN | DAVISON MI | 510 | $16.6M | $211K |
| 7 | GOODWILL INDUSTRIES OF CENTRAL TEXAS GOODWILL INDUSTRIES OF CENTRAL TEXAS 403(B) TDA PLAN | AUSTIN TX | 2,135 | $13.4M | $124K |
| 8 | NEW POTATO CREEK HOLDINGS LLC TIDAL WAVE AUTO SPA 401(K) PLAN | THOMASTON GA | 2,131 | $7.6M | $119K |
| 9 | HIGHLAND MANAGEMENT GROUP INC. HIGHLAND MANAGEMENT GROUP INC. 401(K) PLAN | EDINA MN | 160 | $10.9M | $81K |
| 10 | MULTI DIMENSIONAL INTEGRATION MULTI DIMENSIONAL INTEGRATION 401(K) PROFIT SHARING PLAN & TRUST | SHREWSBURY PA | 222 | $8.6M | $39K |
