Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity FID VALUE STRAT in their Schedule of Assets, totaling $181K 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 | 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 | $76K |
| 2 | TRITON CONSTRUCTION COMPANY, LLC TRITON CONSTRUCTION 401K PLAN | NEW YORK NY | 114 | $31.3M | $72K |
| 3 | JEFFERSON UNIVERSITY PHYSICIANS |
PHILADELPHIA PA |
| 3,407 |
| $520.9M |
| $32K |
