Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding ─ Fidelity Small-Cap Value Index Fund in their Schedule of Assets, totaling $18.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SPS COMMERCE, INC. SPS COMMERCE, INC. 401(K) RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 2,131 | $212.4M | $3.0M |
| 2 | CREATIVE PLANNING LLC CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | OVERLAND PARK KS | 2,243 | $269.6M | $2.6M |
| 3 | FARMER HOLDING COMPANY, INC. |
JEFFERSON CITY MO |
| 2,356 |
| $83.3M |
| $2.4M |
| 4 | PHYSICIAN BUSINESS SERVICES, LLC WOMEN'S CARE 401(K) PLAN | TAMPA FL | 2,177 | $243.3M | $2.4M |
| 5 | OLD REPUBLIC INTERNATIONAL CORP. ORI 401(K) SAVINGS AND PROFIT SHARING PLAN | CHICAGO IL | 9,784 | $2.1B | $1.3M |
| 6 | AUROBINDO PHARMA U.S.A., INC. AUROBINDO PHARMA U.S.A., INC. 401(K) PLAN | EAST WINDSOR NJ | 457 | $48.9M | $597K |
| 7 | GENESYS INDUSTRIAL CORPORATION GENESYS INDUSTRIAL CORPORATION 401(K) SAVINGS PLAN | KANSAS CITY MO | 77 | $12.2M | $480K |
| 8 | TRIPLEPOINT ACQUISITION HOLDINGS LLC TRIPLEPOINT ACQUISITION HOLDINGS LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 1,640 | $84.8M | $464K |
| 9 | AIR DISTRIBUTION TECHNOLOGIES, INC. AIR DISTRIBUTION TECHNOLOGIES, INC. RETIREMENT SAVINGS AND INVESTMENT PLAN | PLANTO TX | 2,920 | $122.9M | $459K |
| 10 | PHARMALOGIC HOLDINGS CORP. PHARMALOGIC HOLDINGS CORP 401(K) PLAN | BOCA RATON FL | 962 | $42.3M | $421K |
