Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Management & Research Co LLC Fidelity Small Cap Value Index in their Schedule of Assets, totaling $145K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PELTRAM PLUMBING HOLDINGS LLC P3 SERVICES CONSOLIDATED 401(K) PLAN | HOCKLEY TX | 780 | $18.8M | $87K |
| 2 | PELTRAM PLUMBING HOLDINGS, LLC P3 SERVICES CONSOLIDATED 401(K) PLAN | AUBURN WA | 584 | $12.0M | $58K |
