Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fid Small Cap Value Mutual fund N/A in their Schedule of Assets, totaling $4.9M 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 | ARISTA NETWORKS INC. ARISTA NETWORKS INC. 401(K) PLAN | SANTA CLARA CA | 2,212 | $463.5M | $3.8M |
| 2 | SPECTRUM ENGINEERS, INC. SPECTRUM ENGINEERS, INC. 401(K) PLAN | SALT LAKE CITY UT | 136 | $41.8M | $496K |
| 3 | CAPCOM U.S.A. INC. CAPCOM RETIREMENT INVESTMENT SAVINGS PLAN (CRISP) |
SAN FRANCISCO CA |
| 87 |
| $26.0M |
| $196K |
| 4 | RITCHIE ENGINEERING COMPANY, INC. RITCHIE ENGINEERING COMPANY SAVINGS AND RETIREMENT PLAN | BLOOMINGTON MN | 117 | $10.5M | $175K |
| 5 | NATIONAL WOOD PRODUCTS, INC. NATIONAL WOOD PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 184 | $12.8M | $146K |
| 6 | DON SANDERSON FORD, INC. DON SANDERSON FORD, INC. 401(K) PLAN | GLENDALE AZ | 508 | $20.7M | $128K |