Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fidelity Adv Small Cap Value Fd Z in their Schedule of Assets, totaling $211K 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 | CS DISCO, INC. CS DISCO, INC. RETIREMENT TRUST | AUSTIN TX | 407 | $37.9M | $173K |
| 2 | PMC COMMERCIAL INTERIORS, INC. PMC, INC. 401(K) PLAN | RALEIGH NC | 166 | $11.8M | $39K |
