Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity Advisor Small Cap Value Fund Class Z in their Schedule of Assets, totaling $1.5M 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 | DELTA SONIC CAR WASH SYSTEMS, INC. DELTA SONIC RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,346 | $54.2M | $575K |
| 2 | ROTORCRAFT LEASING COMPANY, LLC ROTORCRAFT LEASING 401K PLAN | BROUSSARD LA | 211 | $14.6M | $498K |
| 3 | FRANKFURT KURNIT KLEIN & SELZ, P.C. FRANKFURT KURNIT KLEIN & SELZ P.C. 401(K) PROFIT SHARING PLAN FOR SHAREHOLDER ATTORNEYS AND STAFF |
NEW YORK NY |
| 104 |
| $85.1M |
| $403K |
| 4 | APEX ANALYTIX LLC APEX ANALYTIX 401(K) PROFIT SHARING PLAN | GREENSBORO NC | 307 | $44.8M | $3K |
