Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fidelity Fidelity Value in their Schedule of Assets, totaling $3.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CLINICAL PATHOLOGY ASSOCIATES CLINICAL PATHOLOGY ASSOCIATES PROFIT SHARING PLAN AND TRUST | AUSTIN TX | 125 | $74.0M | $2.4M |
| 2 | CAPSTONE LOGISTICS, LLC CAPSTONE 401(K) PLAN | PEACHTREE CORNERS GA | 11,670 | $50.3M | $373K |
| 3 | TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. |
BOSTON MA |
| 760 |
| $305.3M |
| $231K |
| 4 | FARM JOURNAL, INC. FARM JOURNAL, INC. 401(K) SAVINGS PLAN | KANSAS CITY MO | 260 | $29.4M | $153K |
| 5 | BURNIPS EQUIPMENT COMPANY BURNIPS EQUIPMENT COMPANY 401(K) PLAN | DORR MI | 157 | $7.3M | $23K |
| 6 | ENGLISH LANGUAGE INSTITUTE/CHINA ENGLISH LANGUAGE INSTITUTE IN CHINA 403(B) PLAN | FORT COLLINS CO | 342 | $14.2M | $3K |
