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 Z in their Schedule of Assets, totaling $123K 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 | STRATUS PEO 1 LLC STRATUS SOLUTIONS RETIREMENT PLAN | TAMPA FL | 1,204 | $17.7M | $107K |
| 2 | AUXO INVESTMENT PARTNERS, LLC AUXO INVESTMENT PARTNERS, LLC 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 280 | $21.6M | $16K |
