Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Management Trust Company* Fidelity Value Fund in their Schedule of Assets, totaling $884K 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 | FRANCO MANUFACTURING CO., INC. FRANCO MANUFACTURING 401K & PROFIT SHARING PLAN | METUCHEN NJ | 183 | $27.5M | $778K |
| 2 | WISE BUSINESS FORMS WISE BUSINESS FORMS, INC 401(K) PROFIT SHARING PLAN & TRUST | ALPHARETTA GA | 253 | $18.6M | $85K |
| 3 | SMITH SYSTEM MANUFACTURING COMPANY |
CARROLLTON TX |
| 191 |
| $7.6M |
| $15K |
| 4 | INTERMEDIARYED ACT, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | MOUNT VERNON IA | 11 | $393.2M | $5K |
