Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Small Cap Value in their Schedule of Assets, totaling $40.3M 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 | PRESBYTERIAN HEALTHCARE SERVICES PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN | ALBUQUERQUE NM | 12,160 | $967.8M | $17.4M |
| 2 | ARIEL CORPORATION ARIEL CORPORATION EMPLOYEE RETIREMENT PLAN | MOUNT VERNON OH | 1,693 | $390.8M | $8.8M |
| 3 | PRESBYTERIAN HEALTHCARE SERVICES |
ALBUQUERQUE NM |
| 12,159 |
| $531.3M |
| $7.8M |
| 4 | BURBERRY LIMITED BURBERRY LIMITED 401(K) RETIREMENT PLAN AND TRUST | NEW YORK NY | 1,094 | $85.1M | $2.8M |
| 5 | PRESBYTERIAN HEALTH PLAN, INC. PRESBYTERIAN HEALTH PLAN 401(K) PLAN | ALBUQUERQUE NM | 1,998 | $177.9M | $2.5M |
| 6 | KURT MANUFACTURING COMPANY, INC. KURT MANUFACTURING COMPANY RETIREMENT & SAVINGS PLAN | MINNEAPOLIS MN | 334 | $43.2M | $256K |
| 7 | JOINT BOARD OF TRUSTEES OF NECA IBEW LOCAL 1701 PEN. BEN. TRST FUN NECA-IBEW LOCAL UNION 1701 PENSION BENEFIT TRUST FUND | LANSING MI | 460 | $72.6M | $167K |
| 8 | NICO PRODUCTS, INC. THE LINDGREN GROUP 401(K) PLAN | MINNEAPOLIS MN | 230 | $15.3M | $144K |
| 9 | FURMAN UNIVERSITY FURMAN UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | GREENVILLE SC | 1,343 | $346.8M | $139K |
| 10 | FINCH PAPER LLC THE 401(K) PLAN FOR HOURLY EMPLOYEES OF FINCH PAPER LLC | GLENS FALLS NY | 420 | $28.9M | $81K |
