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 Idx Mutual Fund in their Schedule of Assets, totaling $124K 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 | SECURITY NATIONAL FINANCIAL CORPORATION SNF CORPORATION TAX-FAVORED RETIREMENT SAVINGS PLAN | MURRAY UT | 439 | $37.2M | $53K |
| 2 | ROMAN HEALTH VENTURES, INC. ROMAN 401(K) PLAN | NEW YORK NY | 489 | $39.9M | $37K |
| 3 | CENTER FOR ORTHOPAEDICS AND SPINE, LLC CENTER FOR ORTHOPAEDICS AND SPINE, LLC 401(K) PROFIT SHARING PLAN AND TRUST |
LAKE CHARLES LA |
| 128 |
| $21.9M |
| $34K |
