Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Fidelity Advisor Small-Cap Value Z in their Schedule of Assets, totaling $10.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LHOIST NORTH AMERICA, INC. LHOIST NORTH AMERICA 401(K) PLAN | FORT WORTH TX | 1,553 | $281.3M | $3.7M |
| 2 | RECONSTRUCTIVE ORTHOPAEDIC ASSOCIATES II, P.C. ROTHMAN INSTITUTE 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 1,495 | $244.7M | $3.0M |
| 3 | CRAIG HOSPITAL CRAIG HOSPITAL RETIREMENT PLAN |
ENGLEWOOD CO |
| 1,137 |
| $161.6M |
| $2.1M |
| 4 | WULCO, INC. WULCO, INC. RETIREMENT SAVINGS PLAN | CINCINNATI OH | 212 | $20.5M | $364K |
| 5 | PENTEGRA SERVICES, INC. THE 401K GROUP PURCHASE PLAN | WHITE PLAINS NY | 120 | $9.8M | $304K |
| 6 | HLW INTERNATIONAL, LLP HLW INTERNATIONAL, LLP SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 196 | $35.3M | $269K |
| 7 | CAI INTERNATIONAL, INC. CAI RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 45 | $18.2M | $200K |
| 8 | EVERWAY, LLC EVERWAY, LLC 401(K) PLAN | HURON OH | 205 | $13.7M | $183K |
| 9 | OLIN PARTNERSHIP, LTD. OLIN PARTNERSHIP, LTD. 401(K) PLAN | PHILADELPHIA PA | 70 | $15.9M | $127K |
| 10 | THE QUEEN CASINO & ENTERTAINMENT INC. THE QUEEN CASINO & ENTERTAINMENT INC. 401(K) PLAN | EAST SAINT LOUIS IL | 903 | $29.4M | $114K |
