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 Z in their Schedule of Assets, totaling $1.7M 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 | NATIONAL FEDERATION OF INDEPENDENT BUSINESS, INC. NATIONAL FEDERATION OF INDEPENDENT BUSINESS RETIREMENT SAVINGS PLAN | NASHVILLE TN | 596 | $113.5M | $1.6M |
| 2 | POINT MORTGAGE CORPORATION POINT MORTGAGE CORPORATION 401(K) PLAN | CHULA VISTA CA | 114 | $5.6M | $50K |
| 3 | SEMCAC |
RUSHFORD MN |
| 267 |
| $4.9M |
| $47K |
