Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Fid Value in their Schedule of Assets, totaling $2.4M 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 | MMC HOLDING OF BROOKLYN, INC. MMC HOLDING OF BROOKLYN, INC. 401(K) PLAN | BROOKLYN NY | 40 | $32.5M | $947K |
| 2 | ASHTABULA COUNTY MEDICAL CENTER ACMC SYSTEM SAVINGS INVESTMENT PLAN | ASHTABULA OH | 1,488 | $106.3M | $492K |
| 3 | ENVIROISSUES ENVIROISSUES 401(K) P/S PLAN |
SEATTLE WA |
| 78 |
| $19.9M |
| $442K |
| 4 | TRITON CONSTRUCTION COMPANY, LLC TRITON CONSTRUCTION 401K PLAN | NEW YORK NY | 114 | $31.3M | $356K |
| 5 | THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION SECTION 403(B) DEFINED CONTRIBUTION PLAN FOR TAX-EXEMPT COLLEGES AND UNIVERSITIES IN VIRGINIA | RICHMOND VA | 6,105 | $1.3B | $95K |
| 6 | NATIONAL ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS NATIONAL ASSOCIATION OF SECONDARY SCHOOL PRINCIPALS SECTION 403(B) PLAN | RESTON VA | 63 | $17.5M | $79K |
| 7 | WALNUT HILL SCHOOL WALNUT HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NATICK MA | 92 | $19.2M | $28K |
| 8 | JEFFERSON UNIVERSITY PHYSICIANS JEFFERSON UNIVERSITY PHYSICIANS RETIREMENT PLAN | PHILADELPHIA PA | 3,407 | $520.9M | $5K |
