Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Sm Cap Val Idx Mutual fund in their Schedule of Assets, totaling $41.1M 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 | CRC INSURANCE GROUP, LLC TIH INSURANCE HOLDINGS, LLC 401(K) SAVINGS PLAN | CHARLOTTE NC | 6,643 | $1.6B | $36.0M |
| 2 | AGILYSYS, INC. THE RETIREMENT PLAN OF AGILYSYS, INC. | ALPHARETTA GA | 498 | $138.3M | $5.1M |
