Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Fidelity Investments Small Cap Value Fund # in their Schedule of Assets, totaling $9.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN SPECIALTY HEALTH INCORPORATED AMERICAN SPECIALTY HEALTH INCORPORATED 401(K) SAVINGS PLAN | SAN DIEGO CA | 1,788 | $136.2M | $1.8M |
| 2 | SUTTER EAST BAY MEDICAL GROUP, INC. SEBMG 401K PROFIT-SHARE PLAN | EMERYVILLE CA | 505 | $244.0M | $1.4M |
| 3 | HAFELE AMERICA CO. |
ARCHDALE NC |
| 540 |
| $53.1M |
| $1.1M |
| 4 | SAUER HOLDINGS, INC. SAUER HOLDINGS, INC. SAVINGS AND RETIREMENT PLAN | MCKEES ROCKS PA | 414 | $54.4M | $937K |
| 5 | SFCS INC. SFCS RETIREMENT SAVINGS PLAN | ROANOKE VA | 106 | $25.0M | $621K |
| 6 | MARQUIS MANAGEMENT, LLC. MARQUIS MANAGEMENT, LLC.401K PLAN | HENNEPIN IL | 448 | $42.0M | $606K |
| 7 | WASHINGTON DC CONVENTION AND TOURISM DESTINATION DC 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 114 | $17.1M | $551K |
| 8 | ARISTOTLE INTERNATIONAL, INC. ARISTOTLE INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 142 | $30.7M | $466K |
| 9 | DAYLIGHT TRANSPORT THE DAYLIGHT TRANSPORT 401(K) SAVINGS PLAN | CYPRESS CA | 720 | $39.5M | $450K |
| 10 | PAAMCO PRISMA, LLC PAAMCO PRISMA 401K PLAN | NEWPORT BEACH CA | 39 | $35.7M | $342K |
