Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fid Value Mutual Fund in their Schedule of Assets, totaling $3.9M 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 | JANUS RESEARCH GROUP, LLC JANUS RESEARCH GROUP 401(K) PLAN | EVANS GA | 597 | $62.1M | $1.2M |
| 2 | TWIN EAGLE HOLDINGS N.A., LLC TWIN EAGLE RESOURCE MANAGEMENT 401(K) PLAN | SPRING TX | 144 | $33.4M | $537K |
| 3 | MIDOCEAN US ADVISOR LP MIDOCEAN US ADVISOR LP 401K PLAN |
NEW YORK NY |
| 90 |
| $44.5M |
| $522K |
| 4 | TRIANZ DIGITAL CONSULTING, INC. TRIANZ RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 148 | $25.7M | $485K |
| 5 | RISKSPAN, INC. RISKSPAN, INC. 401(K) PLAN | ARLINGTON VA | 80 | $16.7M | $370K |
| 6 | ST. MARY'S UNIVERSITY ST. MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SAN ANTONIO TX | 707 | $192.2M | $270K |
| 7 | PREFERRED MEDICAL MARKETING CORPORATION PREFERRED MEDICAL MARKETING CORPORATION 401(K) PLAN | CHARLOTTE NC | 145 | $15.5M | $239K |
| 8 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $107K |
| 9 | JIM BASS FORD, INC. JIM BASS FORD, INC. 401(K) PLAN | SAN ANGELO TX | 158 | $12.1M | $79K |
| 10 | FOSTER LLP FOSTER LLP 401(K) PLAN | HOUSTON TX | 110 | $21.7M | $34K |
