Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Investments Fidelity Small-Cap Value Index Fund in their Schedule of Assets, totaling $3.5M 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 | CLYDE & CO US LLP CLYDE & CO US LLP 401(K) PLAN | NEW YORK NY | 703 | $136.3M | $2.1M |
| 2 | COAST ALUMINUM, INC. COAST ALUMINUM RETIREMENT PLAN | SANTA FE SPRINGS CA | 594 | $19.4M | $779K |
| 3 | ALKU, LLC ALKU 401(K) PLAN | ANDOVER MA |
| 1,788 |
| $65.3M |
| $144K |
| 4 | SEEQ CORPORATION SEEQ 401(K) PLAN | SEATTLE WA | 184 | $20.9M | $113K |
| 5 | TAFT ELECTRIC COMPANY, INC. TAFT ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN | VENTURA CA | 158 | $15.7M | $112K |
| 6 | MICROCARE, LLC MICROCARE, LLC SALARY SAVINGS PLAN | NEW BRITAIN CT | 123 | $11.6M | $108K |
| 7 | CENTURY INTERACTIVE COMPANY, LC CENTURY INTERACTIVE COMPANY, LC 401(K) PLAN | DALLAS TX | 162 | $7.9M | $73K |
| 8 | DUCKER RESEARCH N.A. LLC DUCKER CARLISLE LLC 401(K) PLAN | TROY MI | 133 | $20.0M | $13K |
| 9 | FISHER59, LLC FISHER59, LLC 401(K) PLAN | DENTON TX | 337 | $14.8M | $8K |
| 10 | COBALT LABS INC COBALT LABS 401(K) PLAN | SAN FRANCISCO CA | 94 | $6.0M | $7K |
