Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding Fidelity – Small Cap Value in their Schedule of Assets, totaling $65.4M 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 | 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 | MAUI JIM, INC. MAUI JIM, INC. 401(K) RETIREMENT AND SAVINGS PLAN AND TRUST | PEORIA IL | 611 | $142.6M | $5.5M |
| 5 | ALBERT EINSTEIN HEALTHCARE NETWORK ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 7,534 | $737.4M | $4.2M |
| 6 | BURBERRY LIMITED BURBERRY LIMITED 401(K) RETIREMENT PLAN AND TRUST | NEW YORK NY | 1,094 | $85.1M | $2.8M |
| 7 | PRESBYTERIAN HEALTH PLAN, INC. PRESBYTERIAN HEALTH PLAN 401(K) PLAN | ALBUQUERQUE NM | 1,998 | $177.9M | $2.5M |
| 8 | TATA COMMUNICATIONS (AMERICA) INC. TATA COMMUNICATIONS 401(K) PLAN | MATAWAN NJ | 535 | $169.5M | $2.5M |
| 9 | THE JOHN GORE ORGANIZATION, INC. THE JOHN GORE ORGANIZATION, INC. 401K AND PROFIT SHARING PLAN | NEW YORK NY | 263 | $43.9M | $1.9M |
| 10 | FERROTEC USA CORPORATION FERROTEC TAX SAVINGS DEPOSIT AND INVESTMENT PLAN | BEDFORD NH | 275 | $55.8M | $1.9M |
