Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Fidelity Fidelity Small Cap Value - in their Schedule of Assets, totaling $14.3M 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 | ALL CHILDRENS HEALTH SYSTEM, INC. ALL CHILDRENS HEALTH SYSTEM, INC. 403(B) SAVINGS PLAN | ST. PETERSBURG FL | 3,903 | $513.9M | $4.1M |
| 2 | SUBURBAN HOSPITAL, INC. SUBURBAN HOSPITAL, INC. 403(B) SAVINGS PLAN | BETHESDA MD | 2,073 | $162.0M | $1.8M |
| 3 | POMEROY TECHNOLOGIES LLC |
HEBRON KY |
| 1,286 |
| $109.3M |
| $1.5M |
| 4 | COMPLETE OFFICE, LLC COMPLETE OFFICE 401(K) PLAN AND TRUST | GERMANTOWN WI | 1,245 | $73.9M | $1.4M |
| 5 | MRS. GERRY'S KITCHEN, LLC MRS. GERRY'S KITCHEN, LLC 401(K) PROFIT SHARING RETIREMENT PLAN | ALBERT LEA MN | 217 | $26.2M | $1.3M |
| 6 | AMERICAN PETROLEUM INSTITUTE AMERICAN PETROLEUM INSTITUTE 401(K) DEFINED CONTRIBUTION PLAN | WASHINGTON DC | 307 | $138.5M | $1.2M |
| 7 | HOWARD COUNTY GENERAL HOSPITAL, INC HOWARD COUNTY GENERAL HOSPITAL, INC. 401(K) PLAN | BALTIMORE MD | 1,921 | $188.9M | $796K |
| 8 | SANI-MATIC, INC. SANI-MATIC, INC. RETIREMENT SAVINGS PLAN | SUN PRAIRIE WI | 154 | $20.4M | $624K |
| 9 | VECTOR NORTH AMERICA, INC. VECTOR NORTH AMERICA, INC. 401(K) PLAN | NOVI MI | 156 | $60.6M | $600K |
| 10 | BG STAFF SERVICES, INC. BG STAFF SERVICES INC. RETIREMENT SAVINGS PLAN | PLANO TX | 22,408 | $44.3M | $270K |
