Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Value Fund—Class K in their Schedule of Assets, totaling $5.7M 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 | METRO SALES, INC. METRO SALES, INC. EMPLOYEE PROFIT SHARING PLAN | BURNSVILLE MN | 312 | $96.6M | $4.1M |
| 2 | PROJECT MANAGEMENT INSTITUTE, INC. PROJECT MANAGEMENT INSTITUTE EMPLOYEE SAVINGS PLAN | NEWTOWN SQUARE PA | 572 | $101.4M | $1.3M |
| 3 | ON COMPUTER SERVICES, LLC |
TERRELL TX |
| 285 |
| $14.4M |
| $206K |