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 Z in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STEPHEN GOULD CORPORATION STEPHEN GOULD CORPORATION RETIREMENT PLAN | MADISON NJ | 493 | $74.5M | $1.8M |
| 2 | LAKE MICHIGAN CREDIT UNION LAKE MICHIGAN CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | GRAND RAPIDS MI | 1,370 | $50.9M | $478K |
| 3 | UNCLE CREDIT UNION |
LIVERMORE CA |
| 87 |
| $13.9M |
| $135K |
