Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity investments Fidelity Value Fund in their Schedule of Assets, totaling $21.4M 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 | EISAI CORPORATION OF NORTH AMERICA THE EISAI RETIREMENT PLAN | NUTLEY NJ | 1,779 | $927.2M | $11.3M |
| 2 | QUORUM BUSINESS SOLUTIONS (U.S.A.), INC. QUORUM BUSINESS SOLUTIONS (U.S.A.), INC 401(K) PROFIT SHARING PLAN | HOUSTON TX | 573 | $140.0M | $3.6M |
| 3 | FREEPORT LNG DEVELOPMENT, L.P. |
HOUSTON TX |
| 541 |
| $113.2M |
| $3.0M |
| 4 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $2.2M |
| 5 | S&S WORLDWIDE, INC. S&S WORLDWIDE, INC. 401(K) AND PROFIT SHARING PLAN | COLCHESTER CT | 220 | $19.8M | $594K |
| 6 | KYMERA INTERNATIONAL KYMERA INTERNATIONAL 401(K) PLAN | DURHAM NC | 579 | $32.5M | $465K |
| 7 | ALBUQUERQUE ACADEMY ALBUQUERQUE ACADEMY RETIREMENT PLAN | ALBUQUERQUE NM | 257 | $82.6M | $157K |
| 8 | EDGE MANUFACTURING INC EDGE MANUFACTURING INC 401K PLAN | PEVELY MO | 97 | $4.7M | $119K |
| 9 | MARKEN LLP THE MARKEN 401K PLAN | DURHAM NC | 658 | $23.3M | $42K |
| 10 | WISCONSIN ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES WAICU RETIREMENT READINESS PLAN | MADISON WI | 1,904 | $418.0M | $40K |
