Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Advisor Small Cap Z in their Schedule of Assets, totaling $1.5M 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 | UNDERWATER CONSTRUCTION CORPORATION UNDERWATER CONSTRUCTION CORPORATION 401(K) PLAN | ESSEX CT | 173 | $30.2M | $540K |
| 2 | WESTERN BEEF RETAIL, INC WESTERN BEEF RETAIL, INC. 401(K) PROFIT SHARING PLAN | RIDGEWOOD NY | 2,038 | $28.5M | $279K |
| 3 | GLADE RUN LUTHERAN SERVICES |
ZELIENOPLE PA |
| 219 |
| $6.0M |
| $198K |
| 4 | MCCOMBS STEEL COMPANY, INC. MCCOMBS STEEL COMPANY, INC. 401(K) PROFIT SHARING PLAN | STATESVILLE NC | 76 | $7.3M | $163K |
| 5 | KOHLER CREDIT UNION KOHLER CREDIT UNION DEFINED BENEFIT PLAN | SHEBOYGAN WI | 99 | $15.9M | $146K |
| 6 | SEPAC, INC THE 401(K) PLAN | ELMIRA NY | 147 | $10.7M | $82K |
| 7 | TM3 SYSTEMS INC TM3 SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | TRUMBULL CT | 167 | $9.1M | $49K |
| 8 | CARE PLUS NJ, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF CARE PLUS NJ, INC. | PARAMUS NJ | 212 | $22.1M | $45K |
| 9 | PSI-MED, INC. PSI-MED, INC.401(K) PLAN | SOUTH CHARLESTON WV | 137 | $4.4M | $16K |
