Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity Small Cap Value Fund N/R in their Schedule of Assets, totaling $2.2M 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 | CYBERARK SOFTWARE, INC. CYBERARK SOFTWARE, INC. 401K PLAN | NEWTON MA | 1,082 | $186.1M | $1.1M |
| 2 | SOPHOS, INC SOPHOS, INC 401(K) SAVINGS PLAN | BURLINGTON MA | 733 | $157.7M | $1.1M |
| 3 | RESOLUTE INDUSTRIAL, LLC RESOLUTE INDUSTRIAL, LLC 401(K) PLAN |
WHEELING IL |
| 314 |
| $17.7M |
| $47K |
| 4 | WARC LLC C/O INFORMA PLC WARC LLC 401K PLAN | NEW YORK NY | 1 | $1.3M | $1K |