Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Small Cap Value Fund Mutual fund N/A in their Schedule of Assets, totaling $1.6M 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 | TOLMAR, INC. TOLMAR, INC. 401(K) SAVINGS & RETIREMENT PLAN | FORT COLLINS CO | 1,008 | $162.8M | $1.2M |
| 2 | INNOVATIVE MANAGEMENT CONCEPTS, INC. INNOVATIVE MANAGEMENT CONCEPTS, INC. 401(K) PLAN | BLAIRSVILLE GA | 232 | $21.7M | $181K |
| 3 | TETRACORE, INC. TETRACORE, INC. 401K PLAN |
ROCKVILLE MD |
| 72 |
| $23.0M |
| $107K |
| 4 | EPILOG CORPORATION EPILOG CORPORATION PROFIT SHARING PLAN | GOLDEN CO | 134 | $28.4M | $91K |