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 NR in their Schedule of Assets, totaling $1.1M 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 | SCIENCE & ENGINEERING SERVICES, INC. SCIENCE & ENGINEERING SERVICES, INC. 401(K) PLAN | COLUMBIA MD | 673 | $71.5M | $1.0M |
| 2 | THE POTOMAC SCHOOL THE POTOMAC SCHOOL TAX-DEFERRED SAVINGS AND RETIREMENT PLAN | MCLEAN VA | 248 | $120.3M | $21K |
