Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fidelity Value Fund Class K - in their Schedule of Assets, totaling $55.7M 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 | TELEDYNE TECHNOLOGIES INCORPORATED TELEDYNE TECHNOLOGIES INCORPORATED 401(K) PLAN | THOUSAND OAKS CA | 8,616 | $2.1B | $52.1M |
| 2 | PACIFIC MARITIME ASSOCIATION PACIFIC MARITIME ASSOCIATION QUALIFIED DEFERRED COMPENSATION PLAN | SAN FRANCISCO CA | 150 | $96.7M | $941K |
| 3 | THE VANE BROTHERS COMPANY |
BALTIMORE MD |
| 781 |
| $94.6M |
| $855K |
| 4 | WILKIN & GUTTENPLAN, P.C. WILKIN & GUTTENPLAN, P.C. 401(K) PLAN | EAST BRUNSWICK NJ | 154 | $36.3M | $434K |
| 5 | MASS. BAY BREWING COMPANY, INC. MASS. BAY BREWING COMPANY, INC. 401(K) PLAN | BOSTON MA | 137 | $26.1M | $425K |
| 6 | BIOTAGE, LLC BIOTAGE 401(K) PLAN | CHARLOTTE NC | 122 | $23.5M | $353K |
| 7 | WIRE BELT COMPANY OF AMERICA, INC. WIRE BELT COMPANY OF AMERICA, INC. 401(K) PLAN | BEDFORD NH | 118 | $30.2M | $346K |
| 8 | RAINTANK INC. DBA GRAFANA LABS GRAFANA LABS RETIREMENT PLAN | NEW YORK CITY NY | 681 | $47.9M | $161K |
| 9 | XS BROKERS XS BROKERS INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN | QUINCY MA | 203 | $25.2M | $127K |
