Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FIDELITY ADVISOR VALUE STRAT A in their Schedule of Assets, totaling $160K 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 | D 3 LLC D 3 LLC 401(K) PROFIT SHARING PLAN AND TRUST | MELVILLE NY | 200 | $7.0M | $149K |
| 2 | GDS PUBLISHING, INC GDS PUBLISHING, INC. 401(K) PLAN | NEW YORK NY | 83 | $4.8M | $7K |
| 3 | THE PREMIER MEDICAL MANAGEMENT L THE PREMIER MEDICAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN A |
COLUMBIA MD |
| 145 |
| $8.3M |
| $3K |
| 4 | VILLAGE CAREGIVING, LLC VILLAGE CAREGIVING, LLC 401(K) PLAN | BARBOURSVILLE WV | 1,245 | $491K | $2K |