Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Small-Cap Value Index # in their Schedule of Assets, totaling $3.4M 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 | WESTERN MONTANA CLINIC, P.C. TAMARACK MANAGEMENT INC. 401K PROFIT SHARING PLAN | MISSOULA MT | 200 | $46.8M | $1.8M |
| 2 | PATRICK INDUSTRIES, INC. PATRICK INDUSTRIES, INC. 401(K) EMPLOYEE SAVINGS PLAN | ELKHART IN | 7,812 | $157.0M | $894K |
| 3 | CPM ACQUISITION CORP. |
WATERLOO IA |
| 756 |
| $96.6M |
| $528K |
| 4 | BEARD HOLDING, INC. DBA BEARD EQUIPMENT COMPANY BEARD EQUIPMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST | MOBILE AL | 418 | $38.6M | $143K |
| 5 | PETER MARINO ARCHITECT, PLLC 401(K) SAVINGS PLAN FOR PETER MARINO ARCHITECT, PLLC | NEW YORK NY | 185 | $41.8M | $83K |
