Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity FID VALUE K in their Schedule of Assets, totaling $18.6M 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 | SKIDMORE, OWINGS & MERRILL LLP SKIDMORE, OWINGS & MERRILL LLP 401(K) SAVINGS PLAN | CHICAGO IL | 837 | $286.0M | $12.4M |
| 2 | ROUX ASSOCIATES, INC. ROUX ASSOCIATES, INC. PROFIT SHARING/401K PLAN | ISLANDIA NY | 440 | $109.6M | $2.2M |
| 3 | CITADEL FEDERAL CREDIT UNION CITADEL RETIREMENT PLAN |
EXTON PA |
| 554 |
| $84.1M |
| $1.6M |
| 4 | LASERFICHE/COMPULINK MANAGEMENT CENTER, INC. LASERFICHE 401(K) PLAN | LONG BEACH CA | 241 | $94.0M | $1.2M |
| 5 | ZWANGER & PESIRI RADIOLOGY GROUP ZWANGER & PESIRI RADIOLOGY GROUP 401(K) PLAN | LINDENHURST NY | 1,032 | $114.3M | $920K |
| 6 | ASHFORTH PROPERTIES INC. THE ASHFORTH COMPANY 401(K) SAVINGS PLAN | STAMFORD CT | 113 | $43.3M | $243K |
