Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Advisor Small Cap Value Fund in their Schedule of Assets, totaling $1.3M 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 | VELLUTINI CORPORATION ROYAL ELECTRIC COMPANY 401(K) PLAN | SACRAMENTO CA | 386 | $38.1M | $531K |
| 2 | PEA GROUP PEA GROUP 401(K) & PROFIT SHARING PLAN | AUBURN HILLS MI | 213 | $31.5M | $459K |
| 3 | PROJECTS UNLIMITED INC. PROJECTS UNLIMITED INC. 401(K) PLAN AND TRUST |
DAYTON OH |
| 157 |
| $13.4M |
| $270K |