Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fidelity Advisor Small Cap Z Fund in their Schedule of Assets, totaling $447K 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 | WINGATE SENIOR LIVING, LLC WINGATE LIVING INVESTMENT PLAN | NEWTON MA | 1,226 | $25.5M | $447K |
