Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fidelity Advisor Sm Cap Val Z in their Schedule of Assets, totaling $13.8M 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 | INEOS USA, LLC. INEOS RETIREMENT SAVINGS PLAN | LEAGUE CITY TX | 4,979 | $1.4B | $13.3M |
| 2 | FOOTHILL CARDIOLOGY MEDICAL GROUP, INC. FOOTHILL CARDIOLOGY PROFIT SHARING/401(K) AND HEALTH/DISABILITY PLAN AND TRUST | COVINA CA | 103 | $38.9M | $483K |
