Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Value K N/R in their Schedule of Assets, totaling $2.5M 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 | ACCESS & INTEGRATED PRACTICE HOLDINGS LLC ACCESS & INTEGRATED PRACTICE HOLDINGS 401(K) PLAN | BLOOMINGTON MN | 623 | $57.1M | $1.4M |
| 2 | HOWARD HUGHES MANAGEMENT CO., LLC THE HOWARD HUGHES CORPORATION 401(K) PLAN | THE WOODLANDS TX | 600 | $110.4M | $1.1M |
