Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FIDELITY ADVISOR VALUE STRAT K 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.
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 | EDIFECS INC EDIFECS 401(K) PLAN | BELLEVUE WA | 442 | $72.2M | $1.3M |
| 2 | PEG COMPANIES, INC. PEG COMPANIES 401(K) PLAN | PROVO UT | 864 | $11.3M | $143K |
