Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FID Value Mutual Funds in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRANSWORLD OIL U.S.A., INC. TRANSWORLD 401K PLAN | HOUSTON TX | 145 | $33.2M | $1.3M |
| 2 | MRB GROUP ENGINEERING, ARCHITECTURE, AND SURVEYING, D.P.C. MRB GROUP ENGINEERING, ARCHITECTURE, AND SURVEYING, D.P.C. 401(K) PROFIT SHARING PLAN | ROCHESTER NY | 170 | $25.2M | $614K |
| 3 | E80 GROUP INC |
SKOKIE IL |
| 149 |
| $14.4M |
| $40K |
