Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Advisor Small Cap Value Z Fund in their Schedule of Assets, totaling $3.3M 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 | BILLY GRAHAM EVANGELISTIC ASSOCIATION BILLY GRAHAM EVANGELISTIC ASSOCIATION 401(K) RETIREMENT PLAN | CHARLOTTE NC | 1,255 | $78.0M | $3.2M |
| 2 | GOODWILL INDUSTRIES OF NE IOWA, INC. GOODWILL INDUSTRIES OF NE IOWA, INC. 401(K) PROFIT SHARING PLAN | WATERLOO IA | 327 | $7.2M | $102K |
