Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Small Cap Value Mutual fund a in their Schedule of Assets, totaling $389K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GELBER GROUP, LLC GELBER GROUP 401(K) PLAN | CHICAGO IL | 200 | $47.8M | $258K |
| 2 | NEWSBANK, INC. NEWSBANK RETIREMENT SAVINGS PLAN | CHESTER VT | 330 | $59.1M | $131K |
