Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity Adv. Small Cap Value Z in their Schedule of Assets, totaling $2.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THERMON, INC. THERMON INC. 401(K) PLAN | AUSTIN TX | 663 | $70.9M | $1.6M |
| 2 | SHERMCO INDUSTRIES, INC. SHERMCO INDUSTRIES, INC. 401(K) PLAN | IRVING TX | 1,083 | $77.2M | $605K |
| 3 | GENESYS WORKS GENESYS WORKS 403B RETIREMENT PLAN |
| 844 |
| $3.9M |
| $38K |
| 4 | STANDLEE GROUP LLC STANDLEE GROUP LLC 401K PLAN | KIMBERLY ID | 344 | $3.5M | $8K |
