Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Advisor Value Strategies K Registered Investment Company in their Schedule of Assets, totaling $289K 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 | ACI NORTHWEST, INC. ACI NORTHWEST, INC. 401(K) PROFIT SHARING PLAN | COEUR D ALENE ID | 115 | $8.4M | $149K |
| 2 | THE EXPERT INSTITUTE THE EXPERT INSTITUTE RETIREMENT TRUST | NEW YORK NY | 175 | $10.7M | $96K |
| 3 | SAN DIEGO CENTER FOR CHILDREN SAN DIEGO CENTER FOR CHILDREN 403(B) PLAN |
SAN DIEGO CA |
| 386 |
| $7.3M |
| $44K |
