Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Fidelity Advisor Small Cap Growth Z - in their Schedule of Assets, totaling $1.1M 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 | PARTSSOURCE, INC. PARTSSOURCE 401(K) PLAN | HUDSON OH | 521 | $39.0M | $591K |
| 2 | MAX CREDIT UNION MAX CREDIT UNION CAPITAL ACCUMULATION PLAN | MONTGOMERY AL | 291 | $57.3M | $290K |
| 3 | LODGEWORKS PAYROLL, LLC THE LODGEWORKS 401(K) PLAN |
| 845 |
| $21.2M |
| $146K |
| 4 | CODEFIED INC. HOUSECALL PRO 401(K) PLAN | DENVER CO | 782 | $17.4M | $21K |
| 5 | CHILDREN'S INSTITUTE, INC. CHILDREN'S INSTITUTE, INC. RETIREMENT PLAN | LOS ANGELES CA | 0 | $2.9M | $5K |
| 6 | PARCO, LLC PARCO, LLC 401(K) RETIREMENT PLAN | ONTARIO CA | 196 | $14.2M | $1K |
