Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Fid Small Cap Value in their Schedule of Assets, totaling $3.0M 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 | KDC US HOLDINGS, INC. KDC USA 401(K) PLAN | SADDLE BROOK NJ | 3,658 | $165.8M | $867K |
| 2 | ROCKEFELLER PHILANTHROPY ADVISORS, INC. ROCKEFELLER PHILANTHROPY ADVISORS 401(K) PLAN | NEW YORK NY | 518 | $75.2M | $580K |
| 3 | PANTHEON VENTURES (US) LP PANTHEON VENTURES (US) LP 401(K) PLAN AND TRUST |
SAN FRANCISCO CA |
| 102 |
| $38.1M |
| $311K |
| 4 | NTT GLOBAL NETWORKS INCORPORATED NTT GLOBAL NETWORKS, INCORPORATED 401K INVESTMENT PLAN | GREENWOOD VILLAGE CO | 108 | $34.7M | $289K |
| 5 | VENDAVO, INC. VENDAVO 401(K) PLAN | DENVER CO | 165 | $35.0M | $288K |
| 6 | LAFAYETTE 148, INC. LAFAYETTE 148 INC. 401(K) PLAN | BROOKLYN NY | 283 | $45.7M | $278K |
| 7 | LUMACORP, INC. LUMACORP INC. 401(K) PLAN | DALLAS TX | 180 | $7.7M | $134K |
| 8 | TRITON CONSTRUCTION COMPANY, LLC TRITON CONSTRUCTION 401K PLAN | NEW YORK NY | 114 | $31.3M | $115K |
| 9 | ENVIROISSUES ENVIROISSUES 401(K) P/S PLAN | SEATTLE WA | 78 | $19.9M | $69K |
| 10 | NATIONAL ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS NATIONAL ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS SECTION 403(B) PLAN | RESTON VA | 63 | $17.5M | $35K |
