Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Fidelity Small Cap Value N/R in their Schedule of Assets, totaling $7.5M 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 | NOVOLEX HOLDINGS, LLC NOVOLEX HOLDINGS, LLC 401(K) PLAN | HARTSVILLE SC | 6,230 | $385.3M | $6.3M |
| 2 | NOVOLEX HOLDINGS, LLC NOVOLEX AE 401(K) PLAN | HARTSVILLE SC | 353 | $20.2M | $757K |
| 3 | NOVOLEX HOLDINGS, LLC NOVOLEX TE 401(K) PLAN |
| 980 |
| $17.4M |
| $270K |
| 4 | COMPASS HEALTHCARE PLC COMPASS HEALTHCARE PLC 401(K) PROFIT SHARING PLAN & TRUST | EAST LANSING MI | 277 | $30.5M | $129K |
| 5 | KIKKOMAN FOODS, INC. KIKKOMAN FOODS, INC. 401(K) PLAN | WALWORTH WI | 257 | $22.1M | $35K |