Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Advisor Value Strategies I " in their Schedule of Assets, totaling $239K 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 | HOWARD/STEIN-HUDSON ASSOCIATES, INC HOWARD STEIN HUDSON 401(K) PLAN | BOSTON MA | 96 | $16.4M | $198K |
| 2 | DATA SEARCH NY INC. DBA TRAKAMERICA DATA SEARCH NY INC. 401(K) PLAN | BONITA SPRINGS FL | 321 | $8.4M | $41K |
