Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Small Cap Value Fund N/A in their Schedule of Assets, totaling $347K 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 | JRMB II, INC. JRMB II, INC. 401(K) PLAN | LAWTON OK | 963 | $30.3M | $275K |
| 2 | MONROE OPERATIONS, LLC NEWPORT HEALTHCARE 401(K) PLAN | NASHVILLE TN | 3,338 | $51.3M | $56K |
| 3 | HUMAN RESOURCES UNLIMITED, INC. HUMAN RESOURCES UNLIMITED, INC. 401K PLAN |
LANSING MI |
| 259 |
| $7.6M |
| $16K |
