Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 62 U.S. retirement plans report holding Fidelity® Small Cap Value Index in their Schedule of Assets, totaling $182.4M 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 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN | CHARLOTTE NC | 38,574 | $9.2B | $166.1M |
| 2 | BERNATELLO'S PIZZA, INC. BERNATELLO'S PIZZA, INC. 401(K) PROFIT SHARING PLAN & TRUST | MAPLE LAKE MN | 848 | $43.3M | $2.0M |
| 3 | COOK & BOARDMAN GROUP, LLC THE COOK & BOARDMAN GROUP, LLC 401(K) PLAN | WINSTON SALEM NC | 2,933 | $120.1M | $1.7M |
| 4 | NNR GLOBAL LOGISTICS USA INC. NNR GLOBAL LOGISTICS USA INC. RETIREMENT PLAN | ITASCA IL | 298 | $28.8M | $1.1M |
| 5 | COMMAND HOLDINGS, A PEQUOT COMPANY COMMAND HOLDINGS 401(K) PLAN | MASHANTUCKET CT | 465 | $21.8M | $741K |
| 6 | TRIUMPH FOODS, LLC TRIUMPH FOODS, LLC 401K PLAN | SAINT JOSEPH MO | 514 | $14.6M | $694K |
| 7 | ROYAL BRASS & HOSE COMPANY, INC. ROYAL BRASS & HOSE COMPANY, INC. 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 259 | $12.6M | $653K |
| 8 | KUNA MEAT COMPANY, INC. KUNA MEAT COMPANY, INC. 401K PROFIT SHARING PLAN | DUPO IL | 345 | $17.9M | $549K |
| 9 | PATRIOT MACHINE INC. PATRIOT MACHINE INC. 401(K) PLAN | ST. CHARLES MO | 177 | $36.2M | $530K |
| 10 | WESCON CONTROLS, LLC WESCON CONTROLS, LLC 401(K) PLAN | WICHITA KS | 136 | $14.9M | $498K |
