Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Fidelity Advisor Small Cap Value I in their Schedule of Assets, totaling $10.6M 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 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $8.0M |
| 2 | MCCORMICK TAYLOR, INC. MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN | PHILADELPHIA PA | 407 | $84.7M | $2.1M |
| 3 | PLASTECH CORPORATION |
ARDEN HILLS MN |
| 481 |
| $30.2M |
| $480K |
| 4 | KILLAM OIL CO., LTD. KILLAM OIL COMPANY RETIREMENT PLAN AND TRUST | LAREDO TX | 190 | $24.1M | $42K |
| 5 | DICK DEVOE BUICK-CADILLAC, INC. DEVOE AUTOMOTIVE 401(K) SALARY SAVINGS PLAN | NAPLES FL | 163 | $11.3M | $27K |
