Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Fidelity Small Cap Value Index Fund Mutual fund þ in their Schedule of Assets, totaling $6.9M 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 | ROLLS-ROYCE CORPORATION ROLLS-ROYCE CORPORATION PERSONAL SAVINGS PLAN FOR HOURLY-RATE EMPLOYEES | RESTON VA | 836 | $239.2M | $2.7M |
| 2 | GROUP PLAN SYSTEMS, LLC MY 401(K) PLAN | COLUMBUS OH | 12,606 | $102.8M | $853K |
| 3 | FACSIMILE COMMUNICATIONS INDUSTRIES, INC. DBA ATLANTIC TOMORROWSOFFICE |
NEW YORK NY |
| 370 |
| $29.2M |
| $580K |
| 4 | SILVACO, INC. SILVACO 401(K) PLAN | SANTA CLARA CA | 104 | $17.8M | $484K |
| 5 | THE SPHERE INSTITUTE THE SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN | BURLINGAME CA | 618 | $74.9M | $453K |
| 6 | NEATON AUTO PRODUCTS MFG., INCORPORATED NEATON AUTO PRODUCTS MFG., INCORPORATED RETIREMENT AND SAVINGS PLAN | EATON OH | 983 | $45.9M | $348K |
| 7 | SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401(K) RETIREMENT PLAN | SOMERVILLE MA | 141 | $12.3M | $318K |
| 8 | JOBY AERO, INC. JOBY AERO, INC. 401(K) PLAN | SANTA CRUZ CA | 1,647 | $98.7M | $171K |
| 9 | NIKOLA CORPORATION NIKOLA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | TEMPE AZ | 946 | $58.1M | $117K |
| 10 | RAPIDSOS, INC. RAPIDSOS, INC. RETIREMENT PLAN | SAN FRANCISCO CA | 237 | $14.5M | $116K |
