Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fidelity Adv Intl Sm Cp Z Fd - in their Schedule of Assets, totaling $1.6M 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 | BPG AMERICAS INC. BURKE PORTER GROUP RETIREMENT AND SAVINGS PLAN | SHELBY TOWNSHIP MI | 1,016 | $108.4M | $828K |
| 2 | LYKES BROS. INC. LYKES RETIREMENT SAVINGS PLAN | LAKE PLACID FL | 91 | $15.3M | $458K |
| 3 | RIA FEDERAL CREDIT UNION RIA FEDERAL CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN |
BETTENDORF IA |
| 130 |
| $9.9M |
| $247K |
| 4 | ED STAUB & SONS PETROLEUM INC. ED STAUB & SONS PETROLEUM INC. 401(K) PROFIT SHARING PLAN | KLAMATH FALLS OR | 366 | $31.5M | $46K |
