Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Advisor Small-cap Value in their Schedule of Assets, totaling $6.0M 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 | WINGS FINANCIAL CREDIT UNION WINGS FINANCIAL CREDIT UNION RETIREMENT SAVINGS PLAN | APPLE VALLEY MN | 722 | $107.6M | $5.2M |
| 2 | ABRAHAM TECHNICAL SERVICES INC. DBA ABETECH ABRAHAM TECHNICAL 401(K) PLAN | ROGERS MN | 132 | $19.5M | $407K |
| 3 | AMERICAN AGRICULTURAL INSURANCE COMPANY |
SCHAUMBURG IL |
| 136 |
| $29.8M |
| $254K |
| 4 | HOSPITAL COMUNITARIO BUEN SAMARITANO, INC. HOSPITAL BUEN SAMARITANO RETIREMENT PLAN | AGUADILLA PR | 263 | $1.8M | $100K |
| 5 | INDIANA SYMPHONY SOCIETY, INC. INDIANAPOLIS SYMPHONY ORCHESTRA 403(B) PLAN | INDIANAPOLIS IN | 151 | $13.9M | $21K |
| 6 | THE LILLY COMPANY THE LILLY COMPANY 401(K) PLAN | MEMPHIS TN | 283 | $24.7M | $14K |
