Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity AS SPL SM CAP VAL R6 in their Schedule of Assets, totaling $1.0M 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 | XENCOR, INC. XENCOR, INC. 401(K) PLAN | PASADENA CA | 250 | $47.7M | $399K |
| 2 | LIBERTY HEALTHCARE MANAGEMENT, INC. LIBERTY HEALTHCARE SERVICES RETIREMENT PLAN | WILMINGTON NC | 7,263 | $95.6M | $375K |
| 3 | CANVAS WORLDWIDE LLC CANVAS WORLDWIDE LLC RETIREMENT PLAN |
PLAYA VISTA CA |
| 491 |
| $34.4M |
| $245K |
| 4 | YAMAICHI ELECTRONICS U.S.A., INC. YAMAICHI ELECTRONICS U.S.A., INC. 401(K) PLAN | SAN JOSE CA | 105 | $8.7M | $3K |