Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Small Cap Value Mutual Funds - in their Schedule of Assets, totaling $6.6M 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 | WOODS HOLE OCEANOGRAPHIC INSTITUTION WOODS HOLE OCEANOGRAPHIC INSTITUTION DEFINED CONTRIBUTION RETIREMENT PLAN | WOODS HOLE MA | 1,466 | $268.6M | $6.2M |
| 2 | WOLLMUTH MAHER & DEUTSCH, LLP WOLLMUTH MAHER & DEUTSCH LLP 401(K) PLAN | NEW YORK NY | 47 | $43.2M | $217K |
| 3 | RESOURCES FOR HUMAN DEVELOPMENT, INC. |
PHILADELPHIA PA |
| 3,383 |
| $23.8M |
| $130K |
