Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Fidelity Advisor Small Cap Value Z Fund in their Schedule of Assets, totaling $806K 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 | GREENBERG FARROW ARCHITECTURE INCORPORATED THE GREENBERG FARROW ARCHITECTURE INCORPORATED STOCK OWNERSHIP AND 401(K) PLAN | ATLANTA GA | 244 | $67.3M | $605K |
| 2 | ST CROIX HOSPICE ACQUISITION CORP ST. CROIX HOSPICE 401(K) PLAN | OAKDALE MN | 2,152 | $45.2M | $201K |