Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Advisor Small Cap Value " 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.
| # | 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 | GOLD STANDARD ENTERPRISES, INC. GOLD STANDARD ENTERPRISES, INC. 401(K) PLAN | NILES IL | 1,595 | $35.4M | $468K |
| 3 | ABRAHAM TECHNICAL SERVICES INC. DBA ABETECH |
ROGERS MN |
| 132 |
| $19.5M |
| $407K |
| 4 | HOSPITAL COMUNITARIO BUEN SAMARITANO, INC. HOSPITAL BUEN SAMARITANO RETIREMENT PLAN | AGUADILLA PR | 263 | $1.8M | $100K |