Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Small-Cap Value Fund in their Schedule of Assets, totaling $2.6M 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 | TOSHIBA INTERNATIONAL CORPORATION TOSHIBA INTERNATIONAL CORPORATION RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,301 | $218.4M | $1.6M |
| 2 | UNIVERSAL ELECTRONICS, INC. UNIVERSAL ELECTRONICS, INC. 401(K) AND PROFIT SHARING PLAN | SCOTTSDALE AZ | 162 | $68.0M | $398K |
| 3 | KOLL BREN SCHREIBER REALTY ADVISORS |
NEWPORT BEACH CA |
| 83 |
| $37.6M |
| $291K |
| 4 | IDERA, INC. IDERA 401(K) SAVINGS PLAN | AUSTIN TX | 297 | $61.7M | $228K |
| 5 | MAX GRIGSBY COMPANY, INC. MGC, INC. 401(K) PLAN | HOUSTON TX | 129 | $8.8M | $85K |
| 6 | ADVEX CORPORATION ADVEX CORPORATION EMPLOYEE PROFIT SHARING RETIREMENT PLAN | HAMPTON VA | 109 | $5.0M | $11K |
