Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Small Cap Value Registered investment company in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COHEN SEQUOIA ENTERPRISES LTD. COHEN & COMPANY 401(K) PSP & TRUST (CARVE-OUT) | CLEVELAND OH | 335 | $64.3M | $536K |
| 2 | COHEN SEQUOIA ENTERPRISES, LTD. COHEN & COMPANY, LTD. PROFIT SHARING/401(K) PLAN | CLEVELAND OH | 783 | $76.1M | $327K |
| 3 | CHRISTIANBOOK, LLC CHRISTIANBOOK, LLC 401(K) PLAN |
PEABODY MA |
| 464 |
| $21.7M |
| $112K |
| 4 | PATHWAYS HOME HEALTH AND HOSPICE PATHWAYS HOME HEALTH AND HOSPICE 403(B) PLAN | SUNNYVALE CA | 151 | $22.7M | $30K |
