Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Value Fund Mutual Fund (1) in their Schedule of Assets, totaling $3.5M 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 | FISHBECK, THOMPSON, CARR & HUBER, PC FISHBECK RETIREMENT PLAN | GRAND RAPIDS MI | 670 | $117.7M | $3.4M |
| 2 | COMPLETE HEALTHCARE RESOURCES, INC. COMPLETE HEALTHCARE RESOURCES, INC. SAVINGS AND INVESTMENT RETIREMENT PLAN | DRESHER PA | 302 | $10.1M | $148K |
