Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Value Fund K " in their Schedule of Assets, totaling $8.1M 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 | ASSOCIATED EQUIPMENT COMPANY, INC. ASSOCIATED EQUIPMENT COMPANY, INC. PROFIT SHARING & 401K PLAN | PEARLAND TX | 148 | $35.4M | $3.1M |
| 2 | DUNHAM ASSOCIATES, INC. DUNHAM ASSOCIATES, INC. 401(K) PLAN | MINNEAPOLIS MN | 141 | $47.8M | $2.0M |
| 3 | CONTINUING CARE MANAGEMENT LLC |
WESTBOROUGH MA |
| 901 |
| $41.5M |
| $1.7M |
| 4 | MANATTS, INC. MANATTS, INC. AND AFFILIATED COMPANIES 401(K) RETIREMENT PLAN | BROOKLYN IA | 1,683 | $130.7M | $1.3M |
