Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Fidelity Small Cap value Index Fund Mutual Fund in their Schedule of Assets, totaling $6.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | JOBY AERO, INC. JOBY AERO, INC. 401(K) PLAN | SANTA CRUZ CA | 1,647 | $98.7M | $171K |
| 8 | NIKOLA CORPORATION NIKOLA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | TEMPE AZ | 946 | $58.1M | $117K |
| 9 | RAPIDSOS, INC. RAPIDSOS, INC. RETIREMENT PLAN | SAN FRANCISCO CA | 237 | $14.5M | $116K |
| 10 | LAKE AIR PRODUCTS, LLC LAKE AIR PRODUCTS LLC 401(K) PLAN | COON RAPIDS MN | 264 | $10.7M | $105K |
