Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Empower Fidelity Small Cap Value Index in their Schedule of Assets, totaling $5.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FRANKENMUTH INSURANCE COMPANY FRANKENMUTH INSURANCE 401(K) SAVINGS PLAN | FRANKENMUTH MI | 880 | $231.8M | $2.9M |
| 2 | FRANKENMUTH INSURANCE COMPANY FRANKENMUTH INSURANCE 401(K) SAVINGS PLAN | FRANKENMUTH MI | 853 | $211.3M | $2.7M |
| 3 | BLUE BIRD CORPORATION BLUE BIRD 401(K) PLAN |
FORT VALLEY GA |
| 1,895 |
| $115.5M |
| $35K |
