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 I in their Schedule of Assets, totaling $867K 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 | LARSON DESIGN GROUP, INC. LARSON DESIGN GROUP, INC. 401(K) PLAN | WILLIAMSPORT PA | 496 | $56.9M | $471K |
| 2 | PANATTONI DEVELOPMENT COMPANY, INC. PANATTONI DEVELOPMENT COMPANY, INC. 401(K) PLAN | SACRAMENTO CA | 133 | $40.9M | $391K |
| 3 | SMT, INC. THE RISE COMPANIES 401(K) PLAN |
RALEIGH NC |
| 515 |
| $12.0M |
| $4K |
