Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Advisor Small Cap Value Z Mutual Funds in their Schedule of Assets, totaling $727K 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 | PATHFINDER BANK PATHFINDER BANK 401(K) SAVINGS PLAN | OSWEGO NY | 271 | $20.5M | $247K |
| 2 | CUISINE SOLUTIONS, INC. CUISINE SOLUTIONS, INC. 401(K) PLAN | STERLING VA | 819 | $17.1M | $209K |
| 3 | FWD MEDIA INC BRAINPOP 401(K) PLAN | NEW YORK |
| 229 |
| $21.8M |
| $113K |
| 4 | THE SANTA LUCIA PRESERVE CO. THE SANTA LUCIA PRESERVE CO. 401(K) PLAN | CARMEL CA | 181 | $8.4M | $103K |
| 5 | IT WORKS MARKETING, INC. THE IT WORKS! GLOBAL 401(K) RETIREMENT & PROFIT SHARING PLAN | PALMETTO FL | 111 | $11.4M | $56K |
