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 in their Schedule of Assets, totaling $3.2M 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 | INDEPENDENCE ENERGY MANAGEMENT, LLC INDEPENDENCE ENERGY MANAGEMENT, LLC 401(K) PLAN | HOUSTON TX | 884 | $79.0M | $994K |
| 2 | HYBRID PROMOTIONS, LLC HYBRID PROMOTIONS, LLC INCENTIVE SAVINGS PLAN | CYPRESS CA | 436 | $35.9M | $483K |
| 3 | BHS CORRUGATED - NORTH AMERICA, INC. |
KNOXVILLE TN |
| 340 |
| $35.7M |
| $475K |
| 4 | ALBUQUERQUE ACADEMY ALBUQUERQUE ACADEMY RETIREMENT PLAN | ALBUQUERQUE NM | 257 | $82.6M | $425K |
| 5 | NATIONWIDE CHILDREN'S HOSPITAL NATIONWIDE CHILDREN'S HOSPITAL INC 403(B) TAX SHELTERED ANNUITY PLAN | COLUMBUS OH | 16,511 | $841.3M | $161K |
| 6 | C & J INDUSTRIES, INC. C & J INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | MEADVILLE PA | 271 | $14.4M | $154K |
| 7 | TRI-STARR MANAGEMENT SERVICES, INC LEGACY 401(K) PLAN | FRANKLIN IN | 1,098 | $38.6M | $141K |
| 8 | CAVALRY INVESTMENTS, LLC CAVALRY INVESTMENTS, LLC 401(K) PLAN | GREENWICH CT | 280 | $21.3M | $140K |
| 9 | CR LEGAL TEAM, LLP CR LEGAL TEAM, LLP 401(K) PLAN | GREENSBORO NC | 181 | $15.9M | $135K |
| 10 | SOUTHGATE AUTOMOTIVE, INC. SOUTHGATE AUTOMOTIVE, INC. 401(K) PLAN & TRUST | SOUTHGATE MI | 154 | $15.9M | $43K |
