Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Small Cap Value Index Mutual fund N/A in their Schedule of Assets, totaling $232K 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 | MID-KANSAS COOPERATIVE ASSOCIATION UBG 401(K) - MKC | MOUNDRIDGE KS | 460 | $16.0M | $100K |
| 2 | AGSTATE UBG 401(K) - AGSTATE SH MATCH | ALBERT CITY IA | 274 | $31.0M | $58K |
| 3 | KEY COOPERATIVE UBG 401(K) - KEY COOP | ROLAND IA |
| 247 |
| $30.5M |
| $42K |
| 4 | AGSTATE UBG 401(K) - AGSTATE | ALBERT CITY IA | 200 | $14.0M | $18K |
| 5 | WESTERN ELECTRICITY COORDINATING COUNCIL WESTERN ELECTRICITY COORDINATING COUNCIL 401(K) PLAN | SALT LAKE CITY UT | 169 | $43.8M | $15K |
