Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Fid Small Cap Value Mutual fund - in their Schedule of Assets, totaling $16.9M 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 | NEOGENOMICS LABORATORIES, INC. NEOGENOMICS LABORATORIES, INC. 401(K) PROFIT SHARING PLAN | FORT MYERS FL | 2,146 | $200.9M | $1.9M |
| 2 | ARES HOLDING CORPORATION ARES HOLDING CORPORATION 401(K) PLAN | BURLINGAME CA | 563 | $98.3M | $1.7M |
| 3 | PSEMI CORPORATION PSEMI CORPORATION 401(K) PLAN |
SAN DIEGO CA |
| 539 |
| $121.1M |
| $1.5M |
| 4 | EGON ZEHNDER INTERNATIONAL INC. EGON ZEHNDER INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 443 | $158.9M | $1.5M |
| 5 | EPI-USE AMERICA INC EPI-USE AMERICA INC. 401(K) PROFIT SHARING PLAN | ATLANTA GA | 392 | $77.2M | $1.1M |
| 6 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $1.0M |
| 7 | SOLARWINDS INC SOLARWINDS WORLDWIDE LLC 401(K) PLAN | AUSTIN TX | 730 | $141.1M | $1.0M |
| 8 | COMPLETE GENOMICS INC. COMPLETE GENOMICS 401(K) PLAN | SAN JOSE CA | 180 | $45.5M | $880K |
| 9 | MIDOCEAN US ADVISOR LP MIDOCEAN US ADVISOR LP 401K PLAN | NEW YORK NY | 90 | $44.5M | $868K |
| 10 | THE POKEMON COMPANY INTERNATIONAL, INC. THE POKEMON COMPANY INTERNATIONAL, INC. 401(K) PLAN | BELLEVUE WA | 998 | $172.1M | $734K |
