Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Fidelity Investments Value Fund + in their Schedule of Assets, totaling $7.9M 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 | NITERRA NORTH AMERICA, INC. NITERRA NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | WIXOM MI | 749 | $82.2M | $2.1M |
| 2 | KAPLAN EARLY LEARNING COMPANY KELC 401(K) SAVINGS PLAN | LEWISVILLE NC | 1,189 | $37.8M | $2.0M |
| 3 | MASTERCRAFT BOAT COMPANY, INC. MASTERCRAFT BOAT COMPANY, INC. 401K PLAN |
VONORE TN |
| 717 |
| $36.0M |
| $1.1M |
| 4 | PAAMCO PRISMA, LLC PAAMCO PRISMA 401K PLAN | NEWPORT BEACH CA | 39 | $35.7M | $898K |
| 5 | TECH-MARINE BUSINESS INC TECH-MARINE BUSINESS INC PROFIT SHARING & 401(K) PLAN | WASHINGTON DC | 178 | $33.7M | $665K |
| 6 | DAYBREAK FOODS, INC. DAYBREAK FOODS INC 401(K) PLAN | LAKE MILLS WI | 841 | $12.4M | $247K |
| 7 | ESQUIRE BANK ESQUIRE BANK 401(K) PLAN | JERICHO NY | 141 | $11.6M | $240K |
| 8 | NATIONAL AUDUBON SOCIETY INC NATIONAL AUDUBON SOCIETY TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 853 | $139.5M | $207K |
| 9 | STANZ-TROYER HOLDINGS, LLC STANZ-TROYER HOLDINGS, LLC | GOSHEN IN | 444 | $18.6M | $181K |
| 10 | HERRERO BUILDERS, INC. HERRERO BUILDERS, INC. PROFIT SHARING RETIREMENT PLAN | SAN FRANCISCO CA | 98 | $20.9M | $124K |
