Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fidelity Small Cap Value Fund N/R in their Schedule of Assets, totaling $3.1M 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 | HOWARD HUGHES MANAGEMENT CO., LLC THE HOWARD HUGHES CORPORATION 401(K) PLAN | THE WOODLANDS TX | 600 | $110.4M | $1.9M |
| 2 | CORROHEALTH, INC. CORROHEALTH, INC. 401(K) PROFIT SHARING PLAN | PLANO TX | 3,420 | $105.2M | $826K |
| 3 | TEXAS WASATCH INSURANCE SERVICES, L.P. |
WESTLAKE TX |
| 1,678 |
| $30.5M |
| $189K |
| 4 | CINTRA US SERVICES LLC CINTRA US SERVICES LLC 401K PLAN | AUSTIN TX | 508 | $34.2M | $122K |
