Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Fidelity® Small Cap Value Index Mutual Fund in their Schedule of Assets, totaling $12.6M 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 | EASTERN MAINE HEALTHCARE SYSTEMS D/B/A NORTHERN LIGHT HEALTH NORTHERN LIGHT HEALTH RETIREMENT PARTNERSHIP 403(B) PLAN | BREWER ME | 10,678 | $1.2B | $2.5M |
| 2 | NORTHERN COLORADO ANESTHESIA PROFESSIONALS, PLLC NORTHERN COLORADO ANESTHESIA PROFESSIONALS, PLLC 401K PLAN | FORT COLLINS CO | 113 | $66.8M | $2.3M |
| 3 |
KANSAS CITY MO |
| 534 |
| $46.8M |
| $1.6M |
| 4 | BAKER STERCHI COWDEN AND RICE LLC BAKER STERCHI COWDEN AND RICE LLC 401K SAVINGS PLAN | KANSAS CITY MO | 196 | $44.3M | $1.4M |
| 5 | FORT COLLINS RADIOLOGIC ASSOCIATES, P.C. FORT COLLINS RADIOLOGIC ASSOCIATES, P. C. PROFIT SHARING PLAN | FORT COLLINS CO | 88 | $36.6M | $1.2M |
| 6 | GEMINI GROUP, INC. GEMINI GROUP EMPLOYEES' 401(K) SAVINGS PLAN | BAD AXE MI | 1,117 | $119.9M | $626K |
| 7 | JACOBSON HOLDINGS, INC. JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | OLATHE KS | 631 | $15.1M | $518K |
| 8 | PAVION CORP. PAVION CORP. 401(K) PLAN | CHANTILLY VA | 2,303 | $184.0M | $462K |
| 9 | CROSS MANUFACTURING, INC. CROSS MANUFACTURING, INC. EMPLOYEES' 401(K) RETIREMENT PLAN | OVERLAND PARK KS | 100 | $11.2M | $390K |
| 10 | JOHN BOWMAN, INC. JOHN BOWMAN, INC. EMPLOYEE 401(K) PLAN | FOUNTAIN CO | 98 | $11.2M | $369K |
