Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Fidelity Small-Cap Value Mutual Fund - in their Schedule of Assets, totaling $26.7M 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 | TRUSTEES OF BOSTON COLLEGE THE BOSTON COLLEGE 401(K) RETIREMENT PLAN II | CHESTNUT HILL MA | 2,373 | $599.9M | $9.3M |
| 2 | OHI WEST MEDICAL GROUP II LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,866 | $314.0M | $4.6M |
| 3 | MEDALLIA, INC. MEDALLIA, INC. 401(K) PLAN |
PLEASANTON CA |
| 1,030 |
| $212.7M |
| $1.8M |
| 4 | CONNING & COMPANY CONNING & COMPANY (U.S.) RETIREMENT SAVINGS PLAN | HARTFORD CT | 370 | $160.2M | $1.4M |
| 5 | AGC BIOLOGICS, INC. AGC BIOLOGICS, INC. 401(K) PLAN | BOTHELL WA | 772 | $81.5M | $1.4M |
| 6 | INVENSENSE, INC. INVENSENSE, INC. 401(K) PLAN | SAN JOSE CA | 234 | $98.8M | $1.1M |
| 7 | INFOMERGE LLC INFOMERGE LLC 401(K) PLAN | MANHATTAN KS | 91 | $28.9M | $1.0M |
| 8 | BREVARD PHYSICIAN ASSOCIATES, PLLC BREVARD PHYSICIAN ASSOCIATES 401(K) PROFIT SHARING PLAN | MELBOURNE FL | 242 | $120.8M | $913K |
| 9 | MEDICAL ASSOCIATES OF RHODE ISLAND, INC. MEDICAL ASSOCIATES OF RHODE ISLAND, INC. 401(K) PLAN | BRISTOL RI | 120 | $23.9M | $803K |
| 10 | INRIX, INC. INRIX, INC. 401(K) PLAN | BELLEVUE WA | 106 | $30.4M | $644K |
