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 Fund in their Schedule of Assets, totaling $5.2M 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 | FIRST MANHATTAN CO. FIRST MANHATTAN CO. 401K PLAN | NEW YORK NY | 128 | $91.6M | $2.7M |
| 2 | ROIVANT SCIENCES, INC. ROIVANT SCIENCES, INC. 401(K) PLAN | NEW YORK NY | 783 | $115.4M | $1.2M |
| 3 | HILL & WILKINSON CONSTRUCTION GROUP, LTD HILL & WILKINSON CONSTRUCTION GROUP, LTD. 401(K) PLAN |
RICHARDSON TX |
| 405 |
| $44.6M |
| $485K |
| 4 | CARES DBA ONE COMMUNITY HEALTH ONE COMMUNITY HEALTH 401(K) PLAN | SACRAMENTO CA | 390 | $16.4M | $205K |
| 5 | THE FINIT GROUP LLC DBA FINIT SOLUTIONS FINIT 401(K) | CINCINNATI OH | 167 | $38.1M | $173K |
| 6 | CFG HEALTH SYSTEMS, L.L.C. C.F.G. HEALTH 401(K) PLAN | MOUNT LAUREL NJ | 726 | $13.1M | $121K |
| 7 | DSCOUT, INC. DSCOUT, INC. 401(K) PLAN | CHICAGO IL | 185 | $14.8M | $74K |
| 8 | CLEAR STREET MANAGEMENT LLC CLEAR STREET 401(K) PLAN | NEW YORK NY | 537 | $45.3M | $64K |
| 9 | LODGEWORKS PAYROLL, LLC THE LODGEWORKS 401(K) PLAN | WICHITA KS | 845 | $21.2M | $63K |
| 10 | KEYSTONE STRATEGY LLC KEYSTONE STRATEGY LLC 401(K) PROFIT SHARING PLAN AND TRUST | BOSTON MA | 245 | $32.0M | $55K |
