Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Small Cap Value Index Mutual Funds - in their Schedule of Assets, totaling $1.3M 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 | RO-MAC LUMBER & SUPPLY, INC. RO-MAC LUMBER & SUPPLY, INC. 401(K) PLAN | LEESBURG FL | 327 | $11.8M | $644K |
| 2 | NORTHSTAR FINANCIAL GROUP, INC. NORTHSTAR FINANCIAL GROUP EMPLOYEES' 401(K) SAVINGS PLAN | BAD AXE MI | 249 | $27.1M | $202K |
| 3 | SUNVIEW VINEYARDS OF CALIFORNIA, INC. |
DELANO CA |
| 4,686 |
| $15.1M |
| $173K |
| 4 | CENTRO DE SERVICIOS PRIMARIOS DE SALUD DE PATILLAS, INC. SAVINGS PLAN CENTRO DE SERVICIOS PRIMARIOS DE SALUD DE PATILLAS INC SAVINGS PLAN | PATILLAS PR | 195 | $7.7M | $100K |
| 5 | SAN TAN AUTO PARTNERS, LLC SAN TAN FORD 401(K) | GILBERT AZ | 273 | $7.3M | $57K |
| 6 | FRONTIER AG, INC. UBG 401(K) - FRONTIER AG | GOODLAND KS | 106 | $6.9M | $36K |
| 7 | AETHON ENERGY OPERATING LLC AETHON ENERGY OPERATING LLC EMPLOYEE SAVINGS PLAN | DALLAS TX | 327 | $46.8M | $30K |
| 8 | INFUSION UPSTATE NY, INC. INFUSION UPSTATE NY, INC. 401(K) PLAN | DEPEW NY | 200 | $12.5M | $20K |
| 9 | A-1 LIMOUSINE, INC. A-1 LIMOUSINE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | PRINCETON NJ | 114 | $4.7M | $15K |
