Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Small Cap Value Index Fidelity 0 in their Schedule of Assets, totaling $3.8M 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 | KPA SERVICES, LLC KPA SERVICES, LLC 401(K) PLAN | WESTMINSTER CO | 397 | $37.7M | $1.5M |
| 2 | A&E DESIGN, INC. A&E DESIGN 401(K) PROFIT SHARING PLAN | BILLINGS MT | 105 | $18.9M | $716K |
| 3 | APPLEWOOD PLMBNG HEATING & ELECTRIC APPLEWOOD PLUMBING & HEATING COMPANY 401(K) PLAN |
DENVER CO |
| 168 |
| $13.1M |
| $496K |
| 4 | THE GUILD FOR EXCEPTIONAL CHILDREN THE GUILD FOR EXCEPTIONAL CHILDREN 403(B) PLAN | BROOKLYN NY | 210 | $20.4M | $464K |
| 5 | SYSTEMAIR MFG. INC. SYSTEMAIR MFG. INC. 401(K) PROFIT SHARING PLAN AND TRUST | LENEXA KS | 144 | $11.4M | $308K |
| 6 | T.A.S.C. INC. T.A.S.C. INC. EMPLOYEE RETIREMENT PLAN | CHICAGO IL | 322 | $8.1M | $159K |
| 7 | SPECTRALINK CORPORATION SPECTRALINK CORPORATION 401(K) RETIREMENT PLAN | BOULDER CO | 117 | $19.6M | $117K |
| 8 | HAWAIIAN BROS INC. HAWAIIAN BROS 401(K) RETIREMENT PLAN | KANSAS CITY MO | 528 | $2.3M | $25K |
| 9 | JA-DEL, INC. FIORELLA'S RESTAURANT GROUP RETIREMENT PLAN | OVERLAND PARK KS | 838 | $9.0M | $15K |
