Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 80 U.S. retirement plans report holding Fidelity® Small Cap Value Fund Mutual Fund - in their Schedule of Assets, totaling $143.9M 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 | EXEL INC. SUPPLY CHAIN RETIREMENT SAVINGS PLAN | WESTERVILLE OH | 35,590 | $1.2B | $18.9M |
| 2 | FEDERAL NATIONAL MORTGAGE ASSOCIATION FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES | WASHINGTON DC | 8,187 | $4.6B | $17.8M |
| 3 | NORTON ROSE FULBRIGHT US LLP |
HOUSTON TX |
| 1,876 |
| $1.1B |
| $17.7M |
| 4 | BUCKEYE PIPE LINE SERVICES COMPANY BUCKEYE PIPE LINE SERVICES COMPANY RETIREMENT AND SAVINGS PLAN | HOUSTON TX | 1,754 | $630.7M | $13.9M |
| 5 | TUFTS MEDICINE, INC. TUFTS MEDICINE, INC. 403(B) RETIREMENT PLAN | BURLINGTON MA | 11,129 | $991.9M | $12.4M |
| 6 | PALO ALTO NETWORKS, INC. PALO ALTO NETWORKS, INC. 401(K) PLAN | SANTA CLARA CA | 8,804 | $1.3B | $10.7M |
| 7 | THE COOPER HEALTH SYSTEM THE COOPER HEALTH SYSTEM 403(B) PLAN | CAMDEN NJ | 10,323 | $944.0M | $6.2M |
| 8 | SPACE COAST CREDIT UNION SPACE COAST CREDIT UNION 401(K) SAVINGS PLAN | MELBOURNE FL | 1,138 | $75.4M | $4.2M |
| 9 | HEICO CORPORATION HEICO SAVINGS AND INVESTMENT PLAN | HOLLYWOOD FL | 6,986 | $1.0B | $4.1M |
| 10 | BANGOR SAVINGS BANK BANGOR SAVINGS BANK 401(K) PLAN & TRUST AGREEMENT | BANGOR ME | 1,149 | $166.9M | $3.9M |
