Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments FID VALUE - in their Schedule of Assets, totaling $554K 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 | ELAMEX USA, CORP. ELAMEX USA INVESTMENT SAVINGS PLAN AND TRUST | EL PASO TX | 536 | $18.3M | $444K |
| 2 | LEGAL SERVICES OF NEW JERSEY, INC. LEGAL SERVICES OF NEW JERSEY INC ER 403B | EDISON NJ | 252 | $24.6M | $73K |
| 3 | SHEE ATIKA INC. SHEE ATIKA, INC. 401K PLAN |
SITKA AK |
| 347 |
| $14.7M |
| $38K |