Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fid Sm Cap Val Idx Mutual Fund in their Schedule of Assets, totaling $4.1M 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 | DIASORIN INC. DIASORIN 401(K) PLAN | AUSTIN TX | 1,559 | $317.5M | $1.4M |
| 2 | THERAPEUTIC ASSOCIATES, INC. THERAPEUTIC ASSOCIATES, INC. PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN | KENT WA | 1,114 | $125.2M | $964K |
| 3 | GENON SERVICES, LLC GENON ENERGY EMPLOYEE SAVINGS PLAN |
HOUSTON TX |
| 54 |
| $151.0M |
| $680K |
| 4 | AMPLITUDE, INC. AMPLITUDE, INC. RETIREMENT TRUST | SAN FRANCISCO CA | 562 | $44.5M | $296K |
| 5 | TESSERA THERAPEUTICS, INC TESSERA THERAPEUTICS, INC 401(K) PLAN | SOMERVILLE MA | 308 | $19.2M | $189K |
| 6 | PATHWAY CAPITAL MANAGEMENT, LP PATHWAY CAPITAL MANAGEMENT SALARY SAVINGS PLAN | IRVINE CA | 239 | $66.8M | $180K |
| 7 | ADM PROMOTIONS USA, INC. ADM PROMOTIONS USA, INC. 401(K) RETIREMENT PLAN | STAMFORD CT | 159 | $15.2M | $143K |
| 8 | STACCATO 2011, LLC STACCATO 2011 401(K) PLAN | FLORENCE TX | 294 | $5.4M | $135K |
| 9 | LYELL IMMUNOPHARMA, INC. LYELL IMMUNOPHARMA, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 200 | $28.3M | $41K |
| 10 | EAGLE VIEW TECHNOLOGIES, INC. EAGLE VIEW TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | ROCHESTER NY | 578 | $38.1M | $16K |
