Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Small Cap Value Fidelity 0 in their Schedule of Assets, totaling $610K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CITIZENS BANK CITIZENS BANK 401K MUKWONAGO WI | MUKWONAGO WI | 143 | $22.2M | $551K |
| 2 | HERITAGE PETROLEUM, LLC HERITAGE PETROLEUM, LLC 401(K) PLAN | EVANSVILLE IN | 231 | $10.0M | $58K |
