Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Management Trust Company, Inc. Fidelity Value K Fund in their Schedule of Assets, totaling $1.4M 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 | SOCIETY FOR HUMAN RESOURCE MANAGEMENT SOCIETY FOR HUMAN RESOURCE MANAGEMENT INCENTIVE SAVINGS PLAN | ALEXANDRIA VA | 414 | $107.3M | $1.4M |
