Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity** Fidelity Value Fund in their Schedule of Assets, totaling $9.5M 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 | DOYON, LIMITED DOYON 401(K) SAVINGS AND RETIREMENT PLAN | FAIRBANKS AK | 1,096 | $155.6M | $4.9M |
| 2 | EDUCATIONAL FEDERAL CREDIT UNION EDUCATIONAL FEDERAL CREDIT UNION | MIAMI FL | 338 | $45.1M | $1.3M |
| 3 | HENRY AVOCADO CORPORATION HENRY AVOCADO CORPORATION |
ESCONDIDO CA |
| 108 |
| $22.5M |
| $1.2M |
| 4 | TRODAT USA, INC. TRODAT/TROTEC RETIREMENT PLAN | SOMERSET NJ | 188 | $18.1M | $1.2M |
| 5 | R-V INDUSTRIES, INC. R-V INDUSTRIES, INC. 401(K) & PROFIT SHARING PLAN | HONEY BROOK PA | 353 | $29.9M | $426K |
| 6 | DEDC, INC. DEDC, INC. 401(K) PLAN | TAMPA FL | 87 | $15.6M | $296K |
| 7 | CRDF RETIREMENT PLAN AND TRUST CRDF RETIREMENT PLAN AND TRUST | ARLINGTON VA | 185 | $34.2M | $214K |
| 8 | GREAT NECK TOOLS, INC. 401(K) PLAN GREAT NECK TOOLS, INC. 401(K) PLAN | MINEOLA NY | 421 | $20.5M | $76K |
| 9 | FREEWAY CORPORATION FREEWAY CORPORATION RETIREMENT PLAN | CLEVELAND OH | 160 | $11.9M | $10K |
| 10 | MULTICAM INC. MULTICAM 401(K) PLAN | DALLAS TX | 100 | $7.5M | $7K |
