Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Value Discovery in their Schedule of Assets, totaling $2.3M 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 | MERCURIA ENERGY AMERICA, LLC MERCURIA ENERGY AMERICA, LLC 401(K) PLAN | HOUSTON TX | 301 | $68.9M | $1.4M |
| 2 | TRUMP INTERNATIONAL WAIKIKI TRUMP INTERNATIONAL WAIKIKI 401(K) PLAN | HONOLULU HI | 256 | $12.8M | $327K |
| 3 | TERRA VISTA MANAGEMENT, INC. TERRA VISTA MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN |
DEL MAR CA |
| 252 |
| $10.1M |
| $234K |
| 4 | IRONGATE WAIKIKI LLC IRONGATE WAIKIKI LLC 401(K) PLAN | HONOLULU HI | 234 | $14.9M | $224K |
| 5 | HAYNES INC. THE HAYNES RETIREMENT PLAN | FAIRFAX VA | 83 | $12.4M | $169K |
| 6 | JL PROPERTIES, INC. JL PROPERTIES AURORA 401(K) PLAN | ANCHORAGE AK | 65 | $4.6M | $8K |
| 7 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $8K |
