Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity Value K in their Schedule of Assets, totaling $1.2M 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 | VECTOR NORTH AMERICA, INC. VECTOR NORTH AMERICA, INC. 401(K) PLAN | NOVI MI | 156 | $60.6M | $1.1M |
| 2 | ATX PEO SERVICES, INC. ATARAXIS PEO RETIREMENT SAVINGS PLAN | BOISE ID | 1,470 | $35.3M | $144K |
| 3 | FERNBROOK FAMILY CENTER FERNBROOK FAMILY CENTER 401(K) SAVINGS PLAN |
OWATONNA MN |
| 89 |
| $3.6M |
| $3K |
