Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fid Small Cap Value N/A in their Schedule of Assets, totaling $465K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEXTPOINT GROUP, LLC NEXTPOINT GROUP, LLC 401(K) PLAN | CHANTILLY VA | 250 | $45.2M | $449K |
| 2 | WRIGHT INVESTMENTS, INC. WRIGHT INVESTMENTS, INC. RETIREMENT PLAN | MEMPHIS TN | 595 | $3.8M | $16K |
