Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Small-Cap Value Index Fund in their Schedule of Assets, totaling $887K 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 | THE JOCKEY CLUB THE JOCKEY CLUB 401(K) PLAN | NEW YORK NY | 266 | $45.7M | $782K |
| 2 | ALLBIRDS, INC. ALLBIRDS 401(K) PLAN | SAN FRANCISCO CA | 696 | $21.8M | $96K |
| 3 | VANGUARD RENEWABLES VANGUARD RENEWABLES 401(K) PLAN | WESTON MA |
| 233 |
| $7.7M |
| $7K |
| 4 | ANYWHEREWORKS, INC. ANYWHEREWORKS 401(K) PLAN | PORTLAND OR | 760 | $7.2M | $1K |