Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Investments Fidelity Small Cap Value Index - in their Schedule of Assets, totaling $1.8M 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 | NEWPORT GROUP, INC. MMHR 401(K) POOLED EMPLOYER PLAN | FOLSOM CA | 1,506 | $37.0M | $488K |
| 2 | ITS TECHNOLOGIES & LOGISTICS, LLC ITS TECHNOLOGIES & LOGISTICS, LLC 401(K) RETIREMENT SAVINGS PLAN | WESTMONT IL | 2,213 | $58.6M | $322K |
| 3 | ANTHONY TIMBERLANDS, INC. ANTHONY TIMBERLANDS, INC. 401(K) RETIREMENT PLAN |
BEARDEN AR |
| 583 |
| $19.1M |
| $308K |
| 4 | FIRST BAIRD BANCSHARES, INC. FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN | WILLOW PARK TX | 163 | $13.0M | $266K |
| 5 | SUNLAND ASPHALT & CONSTRUCTION, LLC SUNLAND ASPHALT AND CONSTRUCTION EMPLOYEES 401(K) SAVINGS PLAN | PHOENIX AZ | 1,334 | $34.0M | $148K |
| 6 | MEDICALODGES, INC. MEDICALODGES, INC. 401(K) PROFIT SHARING PLAN | COFFEYVILLE KS | 1,450 | $4.5M | $110K |
| 7 | HILITE INTERNATIONAL HILITE 401(K) RETIREMENT & SAVINGS PLAN | WHITEHALL MI | 282 | $30.1M | $70K |
| 8 | UNIVERSAL PRINTING COMPANY LLC UNIVERSAL PRINTING COMPANY LLC 401(K) PLAN | DUNMORE PA | 165 | $9.3M | $49K |
| 9 | VALON TECHNOLOGIES, INC. VALON TECHNOLOGIES, INC. RETIREMENT TRUST | NEW YORK NY | 430 | $9.0M | $9K |
