Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Fidelity® Small Cap Value Fund in their Schedule of Assets, totaling $17.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHILDRENS HOSPITAL PEDIATRIC ASSOCIATES, INC. CHILDREN'S HOSPITAL PEDIATRIC ASSOCIATES, INC. 401K PROFIT SHARING PLAN | BOSTON MA | 581 | $490.4M | $7.9M |
| 2 | CHILDRENS HOSPITAL PEDIATRIC ASSOCIATES, INC. CHILDREN'S HOSPITAL PEDIATRIC ASSOCIATES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 581 | $139.1M | $3.0M |
| 3 |
ATLANTA GA |
| 1,986 |
| $501.0M |
| $2.6M |
| 4 | TAE TECHNOLOGIES, INC. TAE TECHNOLOGIES, INC. 401(K) PLAN | FOOTHILL RANCH CA | 310 | $68.0M | $1.8M |
| 5 | FLANIGANS ENTERPRISES, INC. FLANIGAN'S 401(K) PLAN | FORT LAUDERDALE FL | 7,423 | $14.5M | $662K |
| 6 | HANCHETT PAPER COMPANY SHORR PACKAGING CORP. EMPLOYEES PROFIT SHARING & 401K PLAN | AURORA IL | 575 | $66.7M | $545K |
| 7 | INTEGREON INTERMEDIATE, LLC INTEGREON INTERMEDIATE, LLC 401(K) PLAN | FARGO ND | 638 | $14.4M | $396K |
| 8 | PLASTIC PRODUCTS COMPANY, INC. PLASTIC PRODUCTS COMPANY, INC. 401(K)/ PROFIT SHARING PLAN | LINDSTROM MN | 982 | $26.2M | $290K |
| 9 | WILLIAM PENN BANK WILLIAM PENN BANK 401(K) RETIREMENT SAVINGS PLAN | BRISTOL PA | 93 | $11.3M | $168K |
| 10 | DOMINION TECHNOLOGIES GROUP, INC. DOMINION TECHNOLOGIES GROUP, INC. EMPLOYEES' PROFIT SHARING TRUST | ROSEVILLE MI | 154 | $23.7M | $131K |
