Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FIDELITY FIDELITY ADV SMCAP VALUE Z MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $35K 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 | STANDLEE GROUP LLC STANDLEE GROUP LLC 401K PLAN | KIMBERLY ID | 225 | $6.6M | $18K |
| 2 | THE VILLAGES OF INDIANA INC. THE VILLAGES OF INDIANA RETIREMENT PLAN | BLOOMINGTON IN | 313 | $9.7M | $10K |
| 3 | DRIVELINE RETAIL MERCHANDISING INC. DRIVELINE RETAIL MERCHANDISING 401K PLAN |
COPPELL TX |
| 6,754 |
| $7.0M |
| $5K |
| 4 | EUGENE BURGER MANAGEMENT CORPORATION EBMC 401K PROFIT SHARING PLAN | RENO NV | 200 | $7.6M | $2K |
