Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity advisor Value Z Mutual Funds in their Schedule of Assets, totaling $496K 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 | BOYUM & BARENSCHEER, PLLP BOYUM & BARENSCHEER PLLP PROFIT SHARING PLAN | BLOOMINGTON MN | 119 | $24.9M | $477K |
| 2 | ISSUES MANAGEMENT, INC ISSUES MANAGEMENT, INC. 401K PLAN | SIOUX FALLS SD | 509 | $5.9M | $19K |
