Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Small Cap Growth Z # in their Schedule of Assets, totaling $1.8M 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 | THE CONNECTICUT SPRING & STAMPING CORPORATION CT SPRING & STAMPING CORPORATION 401(K) PROFIT SHARING PLAN | FARMINGTON CT | 361 | $29.9M | $1.1M |
| 2 | AUTOMATED FINANCIAL SYSTEMS, INC. AUTOMATED FINANCIAL SYSTEMS, INC. 401(K) SALARY REDUCTION PLAN | EXTON PA | 285 | $85.1M | $450K |
| 3 | THE BENECON GROUP, LLC |
LITITZ PA |
| 234 |
| $27.3M |
| $197K |
| 4 | QVALE AUTO GROUP, INC. QVALE AUTO GROUP EMPLOYEE SAVINGS INVESTMENT PLAN | SOUTH SAN FRANCISCO CA | 88 | $7.9M | $10K |
