Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding FIDELITY FIDELITY ADV INT CAP APP Z MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $1.9M 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 | MIDWEST HOSE & SPECIALTY INC. MIDWEST HOSE & SPECIALTY INC. 401K PLAN | OKLAHOMA CITY OK | 348 | $14.6M | $845K |
| 2 | BONE AND JOINT INSTITUTE OF TENNESSEE INC. BONE AND JOINT INSTITUTE OF TENNESSEE 403B PLAN | FRANKLIN TN | 298 | $9.1M | $381K |
| 3 | ASSOCIATION FOR SUPPLY CHAIN MANAGEMENT INC. |
CHICAGO IL |
| 98 |
| $17.3M |
| $277K |
| 4 | FIRETREE LTD. FIRETREE LTD. 401K PLAN | WILLIAMSPORT PA | 203 | $6.5M | $226K |
| 5 | JOHN BURNS RESEARCH AND CONSULTING LLC JOHN BURNS RESEARCH AND CONSULTING LLC 401K PLAN | IRVINE CA | 154 | $17.9M | $109K |
| 6 | VINELAND MOTOR SALES LLC TOYOTA OF ORLANDO 401K PLAN | ORLANDO FL | 425 | $5.6M | $32K |
| 7 | CLERMONT MOTOR SALES LLC TOYOTA OF CLERMONT 401K PLAN | CLERMONT FL | 137 | $2.0M | $10K |
| 8 | QUEST MEDIA AND SUPPLIES INC. QUEST MEDIA AND SUPPLIES 401K RETIREMENT SAVINGS PLAN | ROSEVILLE CA | 202 | $30.0M | $3K |
| 9 | FAIRFAX MEDICAL FACILITIES INC. FAIRFAX MEDICAL 403(B) PLAN | FAIRFAX OK | 78 | $2.7M | $2K |
