Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Small Cap Value Index Fund N/R in their Schedule of Assets, totaling $215K 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 | ASSOCIATIONS, INC ASSOCIA, INC. 401(K) PLAN | RICHARDSON TX | 7,675 | $129.6M | $207K |
| 2 | THE BENEFICIENT COMPANY GROUP (USA), L.L.C. THE BENEFICIENT COMPANY GROUP, LP RETIREMENT PLAN | DALLAS TX | 83 | $12.7M | $7K |
