Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Value in their Schedule of Assets, totaling $628K 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 | APT RESEARCH, INC. A-P-T RESEARCH, INC. 401(K) PLAN | HUNTSVILLE AL | 166 | $33.1M | $389K |
| 2 | SAITECH INC. SAITECH, INC. 401(K) PLAN | ROCKVILLE MD | 75 | $11.4M | $201K |
| 3 | FRUIT OF THE EARTH FRUIT OF THE EARTH RETIREMENT SAVINGS PLAN |
| 234 |
| $12.0M |
| $37K |