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 Small Cap Gr Z Fd - 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 | PPC RETIREMENT PLAN PPC RETIREMENT PLAN | ALBANY GA | 1,351 | $98.7M | $1.6M |
| 2 | VIZO FINANCIAL CORPORATE CREDIT UNION VIZO FINANCIAL CORPORATE CREDIT UNION 401(K) PLAN | MIDDLETOWN PA | 151 | $40.2M | $642K |
| 3 | CLEVELAND TILE LAYERS INDUSTRY CLEVELAND TILE LAYERS INDUSTRY PENSION FUND |
VALLEY VIEW OH |
| 131 |
| $12.4M |
| $94K |
| 4 | COMPLY TECHNOLOGIES, INC. COMPLY TECHNOLOGIES, INC. 401(K) PLAN | NEW YORK NY | 279 | $15.6M | $79K |
