Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Small Cap Dividend Value in their Schedule of Assets, totaling $31.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION SAVINGS PLAN FOR EMPLOYEES OF NTCA AND ITS MEMBERS | ARLINGTON VA | 23,584 | $3.4B | $31.9M |
