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 in their Schedule of Assets, totaling $1.7M 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 | TERRACYCLE, INC. TERRACYCLE INC. 401(K) PROFIT SHARING PLAN AND TRUST | TRENTON NJ | 168 | $7.9M | $1.1M |
| 2 | KEY ENTERPRISES LLC KEY ENTERPRISES LLC EMPLOYEE 401(K) PLAN | ST PAUL MN | 126 | $37.8M | $593K |
| 3 | BUILDING AUTOMATION PRODUCTS, INC. BUILDING AUTOMATION PRODUCTS, INC. 401(K) PLAN |
GAYS MILLS WI |
| 131 |
| $6.7M |
| $8K |
