Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Fidelity Advisor Intl Small Cap Z in their Schedule of Assets, totaling $281K 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 | DILIGENT CONSULTING, INC. DILIGENT CONSULTING, INC. 401(K) PLAN | SAN ANTONIO TX | 92 | $11.6M | $95K |
| 2 | SUNSHINE ACE HARDWARE, INC. SUNSHINE ACE HARDWARE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | BONITA SPRINGS FL | 511 | $19.4M | $68K |
| 3 | VM SERVICES, INC. VENTURE 401(K) PLAN |
MILIPITAS CA |
| 185 |
| $10.2M |
| $46K |
| 4 | T-REX SOLUTIONS, LLC T-REX SOLUTIONS, LLC 401 (K) & PROFIT SHARING PLAN | BETHESDA MD | 254 | $29.5M | $40K |
| 5 | SPOTLIGHT LLC SPOTLIGHT LLC 401(K) PROFIT SHARING PLAN AND TRUST | KANSAS CITY MO | 143 | $9.3M | $32K |
