Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Small-Cap Value Fund N/R in their Schedule of Assets, totaling $14.9M 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 | BLUE ORIGIN, LLC BLUE 401(K) PLAN | KENT WA | 13,293 | $1.2B | $10.7M |
| 2 | DELTA DENTAL OF WASHINGTON DELTA DENTAL OF WASHINGTON SAVINGS PLAN | SEATTLE WA | 508 | $100.2M | $4.2M |
| 3 | HEALTH PLAN INTERMEDIARIES HOLDINGS LLC HEALTH PLAN INT HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST |
TAMPA FL |
| 1,084 |
| $8.2M |
| $1K |
