Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Diversified Intl Z - in their Schedule of Assets, totaling $10.2M 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 | SIERRA NEVADA BREWING CO. SIERRA NEVADA BREWING 401(K) PLAN | CHICO CA | 1,109 | $226.1M | $9.7M |
| 2 | SCRIBE OPCO, INC. DBA KOOZIE GROUP KOOZIE GROUP 401(K) SAVINGS AND INVESTMENT PLAN | CLEARWATER FL | 1,281 | $39.2M | $344K |
| 3 | VILLA ESPERANZA SERVICES VILLA ESPERANZA 403(B) RETIREMENT SAVINGS PLAN |
PASADENA CA |
| 329 |
| $7.6M |
| $111K |
