Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Fidelity Investments* Fidelity Small Cap Value Fund in their Schedule of Assets, totaling $24.4M 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 | IONIS PHARMACEUTICALS, INC. IONIS PHARMACEUTICALS 401(K) PLAN | CARLSBAD CA | 1,043 | $316.0M | $4.8M |
| 2 | PROS, INC. PROS, INC. 401(K) PLAN | HOUSTON TX | 732 | $218.6M | $2.8M |
| 3 | ELGA CREDIT UNION ELGA CREDIT UNION EMPLOYEE'S 401(K) PLAN |
| 310 |
| $29.5M |
| $2.7M |
| 4 | ECHO GLOBAL LOGISTICS, INC. ECHO GLOBAL LOGISTICS 401(K) SAVINGS AND RETIREMENT PLAN | CHICAGO IL | 2,566 | $199.3M | $2.1M |
| 5 | RELATIVITY ODA LLC RELATIVITY 401(K) PLAN | CHICAGO IL | 1,060 | $165.8M | $1.4M |
| 6 | TPC GROUP LLC TPC GROUP RETIREMENT SAVINGS PLAN | HOUSTON TX | 537 | $164.9M | $1.2M |
| 7 | SAGE HOSPITALITY RESOURCES, LLC SAGE 401(K) RETIREMENT & SAVINGS PLAN | DENVER CO | 6,053 | $81.3M | $990K |
| 8 | QUORUM BUSINESS SOLUTIONS (U.S.A.), INC. QUORUM BUSINESS SOLUTIONS (U.S.A.), INC 401(K) PROFIT SHARING PLAN | HOUSTON TX | 573 | $140.0M | $951K |
| 9 | POINT32HEALTH HEALTH PLANS, INC. 401(K) & PROFIT SHARING PLAN | WESTBOROUGH MA | 1,008 | $61.3M | $830K |
| 10 | TRADESTATION GROUP, INC. TRADESTATION GROUP, INC. EMPLOYEE SAVINGS RETIREMENT PLAN | PLANTATION FL | 491 | $89.9M | $792K |
