Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fidelity Fidelity Small Cap Value Index in their Schedule of Assets, totaling $1.8M 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 | QUANTUM FUEL SYSTEMS LLC QUANTUM 401(K) PLAN | LAKE FOREST CA | 155 | $19.8M | $734K |
| 2 | ESPIRE DENTAL PRACTICE, LLC ESPIRE DENTAL 401(K) PLAN | DENVER CO | 360 | $17.2M | $401K |
| 3 | RBC DEVELOPMENT, LLC RBC DEVELOPMENT, LLC SAFE HARBOR 401(K) PLAN |
LENEXA KS |
| 90 |
| $8.3M |
| $263K |
| 4 | GENERATE BIOMEDICINES, INC GENERATE BIOMEDICINES, INC 401(K) PLAN | SOMERVILLE MA | 328 | $16.5M | $120K |
| 5 | OSTHOFF MANAGEMENT COMPANY THE OSTHOFF RESORT SAVINGS PLAN | ELKHART LAKE WI | 269 | $4.3M | $112K |
| 6 | AMERITEX PIPE & PRODUCTS LLC AMERITEX PIPE & PRODUCTS 401(K) PLAN | SEGUIN TX | 665 | $8.6M | $66K |
| 7 | PRL, INC. PRL, INC. 401(K) PLAN | CORNWALL PA | 135 | $7.6M | $51K |
| 8 | SOUTHEASTERN ARCHAEOLOGICAL RESEARCH, INC. SOUTHEASTERN ARCHAEOLOGICAL RESEARCH, INC. 401(K) PLAN | ORLANDO FL | 194 | $13.8M | $41K |
| 9 | CYPRESS HCM INC. CYPRESS HCM INC 401(K) PROFIT SHARING PLAN AND TRUST | WALNUT CREEK CA | 286 | $8.6M | $24K |
| 10 | FPC ACQUISITION INC. DBA SONAS HOME HEALTH CARE SONAS HOME HEALTH CARE GROUP 401K PROFIT SHARING PLAN AND TRUST | DELRAY BEACH FL | 922 | $6.8M | $6K |
