Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Adv Str Inc. Z Fund - in their Schedule of Assets, totaling $469K 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 | THERMO KING FRESNO, INC. THERMO KING FRESNO, INC. 401(K) RETIREMENT PLAN | FRESNO CA | 217 | $10.3M | $255K |
| 2 | WM. B. MORSE LUMBER CO. WM. B. MORSE LUMBER CO. RETIREMENT SAVINGS PLAN | ROCHESTER NY | 114 | $15.5M | $131K |
| 3 | THE FREDERICK MOTOR COMPANY THE FREDERICK MOTOR COMPANY 401(K) PROFIT SHARING PLAN |
FREDERICK MD |
| 121 |
| $10.9M |
| $83K |
