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 in their Schedule of Assets, totaling $533K 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 | PACIFIC NORTHWEST BALLET PACIFIC NORTHWEST BALLET ASSOCIATION EMPLOYEE BENEFIT PLAN (STAFF) | SEATTLE WA | 185 | $14.1M | $238K |
| 2 | APT RESEARCH, INC. A-P-T RESEARCH, INC. 401(K) PLAN | HUNTSVILLE AL | 166 | $33.1M | $185K |
| 3 | FRUIT OF THE EARTH FRUIT OF THE EARTH RETIREMENT SAVINGS PLAN |
GRAND PRAIRE TX |
| 234 |
| $12.0M |
| $53K |
| 4 | SAITECH INC. SAITECH, INC. 401(K) PLAN | ROCKVILLE MD | 75 | $11.4M | $36K |
| 5 | MARELLI NORTH AMERICA, INC. MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN | SHELBYVILLE TN | 2,290 | $218.5M | $20K |
