Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 96 U.S. retirement plans report holding Fidelity® Small Cap Value Fund in their Schedule of Assets, totaling $117.5M 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 | RED HAT, INC. RED HAT, INC. 401(K) AND PROFIT SHARING PLAN | RALEIGH NC | 7,529 | $1.9B | $30.3M |
| 2 | POINT32HEALTH POINT32HEALTH 401(K) PLAN | WATERTOWN MA | 4,237 | $1.3B | $13.5M |
| 3 | SHAW INDUSTRIES GROUP, INC. SHAW INDUSTRIES GROUP, INC. RETIREMENT SAVINGS PLAN |
DALTON GA |
| 16,672 |
| $1.7B |
| $11.4M |
| 4 | CHILDRENS HOSPITAL PEDIATRIC ASSOCIATES, INC. CHILDREN'S HOSPITAL PEDIATRIC ASSOCIATES, INC. 401K PROFIT SHARING PLAN | BOSTON MA | 581 | $490.4M | $7.9M |
| 5 | KRATON CORPORATION KRATON SAVINGS PLAN | THE WOODLANDS TX | 1,196 | $362.9M | $4.8M |
| 6 | STURDY MEMORIAL HOSPITAL, INC. STURDY MEMORIAL 403(B) PLAN | ATTLEBORO MA | 2,160 | $218.0M | $4.3M |
| 7 | AS AMERICA, INC. AS AMERICA, INC. 401(K) PLAN | PISCATAWAY NJ | 1,765 | $171.8M | $3.5M |
| 8 | CHILDRENS HOSPITAL PEDIATRIC ASSOCIATES, INC. CHILDREN'S HOSPITAL PEDIATRIC ASSOCIATES, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 581 | $139.1M | $3.0M |
| 9 | SEADRILL AMERICAS INC. SEADRILL AMERICAS INC. 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 643 | $146.6M | $2.8M |
| 10 | MANHATTAN ASSOCIATES MANHATTAN ASSOCIATES 401(K) PLAN & TRUST | ATLANTA GA | 1,986 | $501.0M | $2.6M |
