Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Fidelity Advisor Small Cap Value-Z in their Schedule of Assets, totaling $11.1M 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 | CRB GROUP, INC. CRB GROUP, INC 401(K) PLAN | KANSAS CITY MO | 1,016 | $216.2M | $4.5M |
| 2 | VODAFONE US INC VODAFONE US RETIREMENT PLAN | DENVER CO | 148 | $195.5M | $3.0M |
| 3 | LINCOLN INVESTMENT PLANNING, LLC LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN |
FORT WASHINGTON PA |
| 467 |
| $116.5M |
| $2.4M |
| 4 | THE MENTHOLATUM COMPANY THE MENTHOLATUM COMPANY PENSION PLAN FOR EMPLOYEES EMPLOYED IN THE UNITED STATES OF AMERICA | ORCHARD PARK NY | 42 | $33.0M | $335K |
| 5 | ANTARES VISION NORTH AMERICA ANTARES VISION 401(K) PLAN | MT. LAUREL TOWNERSHIP NJ | 191 | $20.7M | $329K |
| 6 | METAL POWDER PRODUCTS, LLC METAL POWDER PRODUCTS 401(K) PLAN | NOBLESVILLE IN | 529 | $29.9M | $197K |
| 7 | WASTE ELIMINATOR LLC WASTE ELIMINATOR 401(K) PLAN | GAINESVILLE GA | 253 | $4.1M | $147K |
| 8 | UROLOGY SAN ANTONIO, P.A. UROLOGY SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN | SAN ANTONIO TX | 227 | $41.5M | $63K |
| 9 | 2080 MEDIA INC. DBA PLAYON! SPORTS PLAYON SPORTS 401(K) PLAN | ATLANTA GA | 363 | $7.6M | $53K |
| 10 | SWEEP AMERICA INTERMEDIATE HOLDINGS, LLC SCA 401(K) PLAN | CLEVELAND OH | 1,182 | $8.7M | $38K |
