Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity** Value Discovery Fund in their Schedule of Assets, totaling $340K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CRANE FEDERAL CREDIT UNION CRANE CREDIT UNION EMPLOYEES' THRIFT PLAN | ODON IN | 190 | $16.6M | $165K |
| 2 | VHV COMPANY VHV COMPANY 401(K) PROFIT SHARING PLAN | WINOOSKI VT | 219 | $10.8M | $53K |
| 3 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN |
SAN FRANCISCO CA |
| 561 |
| $62.7M |
| $28K |
| 4 | EMERSON COLLEGE EMERSON COLLEGE TAX DEFERRED ANNUITY PLAN | BOSTON MA | 638 | $242.4M | $27K |
| 5 | ROCKSOL CONSULTING GROUP, INC. ROCKSOL CONSULTING GROUP, INC. 401(K) PLAN | THORNTON CO | 292 | $21.0M | $23K |
| 6 | HARVARD MANAGEMENT COMPANY INC. THE HARVARD MANAGEMENT COMPANY 403(B) TAX-DEFERRED ANNUITY PLAN | BOSTON MA | 112 | $58.1M | $15K |
| 7 | YANKEE LEISURE GROUP YANKEE LEISURE GROUP 401(K) PLAN | BOSTON MA | 195 | $7.3M | $14K |
| 8 | NATIONAL OUTDOOR LEADERSHIP SCHOOL NATIONAL OUTDOOR LEADERSHIP SCHOOL TAX SHELTERED ANNUITY PLAN | LANDER WY | 764 | $19.0M | $11K |
| 9 | NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION NATIONAL SOCIETY DAUGHTERS OF THE AMERICAN REVOLUTION 403(B) PLAN | WASHINGTON DC | 90 | $16.8M | $3K |
| 10 | 246 SPRING STREET (NY), LLC, DBA THE DOMINICK HOTEL ('THE HOTEL') 246 SPRING ST (NY) LLC DBA THE DOMINICK HOTEL ('THE HOTEL') 401(K) PLAN | NEW YORK NY | 68 | $3.2M | $779 |
