Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Investments Fid Small Cap Value in their Schedule of Assets, totaling $3.3M 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 | SARGENT & LUNDY SARGENT & LUNDY SAVINGS INVESTMENT PLAN | CHICAGO IL | 3,311 | $1.2B | $1.5M |
| 2 | PANORAMA EYE CARE, LLC PANORAMA EYE CARE 401(K) AND PROFIT SHARING PLAN | FORT COLLINS CO | 436 | $47.5M | $433K |
| 3 | NEW ENGLAND DONOR SERVICES, INC. RETIREMENT PLAN FOR EMPLOYEES OF NEW ENGLAND DONOR SERVICES, INC. |
WALTHAM MA |
| 342 |
| $55.6M |
| $381K |
| 4 | CASH FLOW MANAGEMENT, LLC DBA KINECTIVE KINECTIVE 401K PLAN | GILBERT AZ | 300 | $25.3M | $291K |
| 5 | K2SHARE, LLC K2SHARE, LLC 401(K) PLAN | COLLEGE STATION TX | 130 | $14.4M | $226K |
| 6 | KLS GOVERNMENT SERVICES, LLC KLS GOVERNMENT SERVICES, LLC 401(K) PROFIT SHARING PLAN | MORGANTOWN WV | 14 | $14.8M | $220K |
| 7 | NORTHWEST RIVER SUPPLIES INC. NORTHWEST RIVER SUPPLIES, INC. 401(K) RETIREMENT PLAN | MOSCOW ID | 129 | $20.1M | $77K |
| 8 | SHEE ATIKA INC. SHEE ATIKA, INC. 401K PLAN | SITKA AK | 347 | $14.7M | $58K |
| 9 | HOFFMAN/LEWIS DBA H&L PARTNERS H&L PARTNERS 401(K) PROFIT SHARING | OAKLAND CA | 165 | $22.1M | $40K |
| 10 | LIGHTOLOGY LLC LIGHTOLOGY LLC 401(K) PLAN | CHICAGO IL | 210 | $7.5M | $22K |
