Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Management Trust Company Small Cap Value Fund in their Schedule of Assets, totaling $7.5M 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 | NEW YORK STATE UNITED TEACHERS NYSUT STAFF 401(K) PLAN | LATHAM NY | 400 | $257.9M | $2.9M |
| 2 | CENTRAL TRANSPORT, LLC CENTRAL EMPLOYEES SAVINGS PLAN | WARREN MI | 6,655 | $94.4M | $1.1M |
| 3 | EDFINANCIAL SERVICES, LLC EDFINANCIAL SERVICES, LLC 401(K) PLAN |
KNOXVILLE TN |
| 1,385 |
| $29.4M |
| $894K |
| 4 | UNIVERSAL LOGISTICS HOLDING, INC. UNIVERSAL LOGISTICS HOLDINGS, INC. 401K PLAN | WARREN MI | 3,565 | $57.8M | $748K |
| 5 | STANDARD IRON & WIRE WORKS, LLC STANDARD IRON 401(K) RETIREMENT PLAN | MONTICELLO MN | 443 | $26.9M | $728K |
| 6 | CARUS LLC CARUS CAPITAL ACCUMULATION 401(K) PLAN | PERU IL | 161 | $52.1M | $399K |
| 7 | VMD SYSTEMS INTEGRATORS, INC. VMD SYSTEMS INTEGRATORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | FAIRFAX VA | 682 | $39.3M | $225K |
| 8 | CONCURRENCY, INC. CONCURRENCY, INC. 401(K) PLAN | BROOKFIELD WI | 71 | $11.4M | $213K |
| 9 | LOGISTICS INSIGHT CORP. LOGISTICS INSIGHT CORP. UNION SAVINGS PLAN | WARREN MI | 1,249 | $12.4M | $138K |
| 10 | GREATER FAMILY HEALTH GREATER FAMILY HEALTH 401(K) PLAN | ELGIN IL | 407 | $17.6M | $119K |
