Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity® Value Fund Class K Mutual fund in their Schedule of Assets, totaling $3.4M 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 | AVIDEX INDUSTRIES, LLC AVIDEX INDUSTRIES SAVINGS INVESTMENT PLAN | CARY NC | 484 | $58.2M | $1.8M |
| 2 | WESTERN NEVADA SUPPLY CO. WESTERN NEVADA SUPPLY COMPANY 401(K) PLAN | SPARKS NV | 389 | $40.7M | $830K |
| 3 | ALLIED PRINTING SERVICES, INCORPORATED ALLIED PRINTING SERVICES, INCORPORATED 401(K) RETIREMENT SAVINGS PLAN |
MANCHESTER CT |
| 411 |
| $40.7M |
| $424K |
| 4 | SMARTTHINGS, INC. SMARTTHINGS 401(K) PLAN | MOUNTAIN VIEW CA | 242 | $43.6M | $290K |
| 5 | VAXCYTE, INC. VAXCYTE 401(K) PLAN | SAN CARLOS CA | 396 | $25.5M | $77K |
