Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Small Cap Value N/R in their Schedule of Assets, totaling $1.4M 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 | QB JV HOLDINGS, LLC NEW YORK METS EMPLOYEE SAVINGS PLAN | FLUSHING NY | 591 | $73.7M | $748K |
| 2 | GENERAL DATATECH, LP GENERAL DATATECH, LP 401(K) PLAN | DALLAS TX | 489 | $47.5M | $696K |
