Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Small Cap Val in their Schedule of Assets, totaling $1.5M 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 | SOUTHERN GRAPHICS INC. SOUTHERN GRAPHICS INC. SAVINGS PLAN | LOUISVILLE KY | 1,241 | $202.1M | $612K |
| 2 | MUZA METAL PRODUCTS, LLC MUZA METAL PRODUCTS, LLC 401(K) SAVINGS PLAN | OSHKOSH WI | 151 | $14.6M | $492K |
| 3 | OKLAHOMA CHRISTIAN UNIVERSITY OKLAHOMA CHRISTIAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
EDMOND OK |
| 356 |
| $53.1M |
| $402K |
