Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Fidelity Value Fund Mutual fund in their Schedule of Assets, totaling $21.8M 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 | RAYMOURS FURNITURE COMPANY, INC. RAYMOURS FURNITURE COMPANY, INC. 401(K) AND PROFIT SHARING PLAN | LIVERPOOL NY | 5,288 | $266.5M | $9.5M |
| 2 | KENNEDY/JENKS CONSULTANTS, INC. KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN | SAN FRANCISCO CA | 507 | $148.0M | $2.0M |
| 3 | CROSS FINANCIAL CORPORATION |
BANGOR ME |
| 1,147 |
| $138.9M |
| $1.4M |
| 4 | CYTOKINETICS, INC. CYTOKINETICS, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 485 | $84.8M | $1.1M |
| 5 | MONOLITHIC POWER SYSTEMS, INC. MONOLITHIC POWER SYSTEMS, INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 428 | $91.0M | $1.1M |
| 6 | PHOENIX AMERICAN INCORPORATED PHOENIX AMERICAN INCORPORATED 401K PLAN | LARKSPUR CA | 76 | $26.1M | $1.1M |
| 7 | SIERRA LAND GROUP, INC. SIERRA LAND GROUP, INC. 401(K) PLAN | GLENDALE CA | 1,152 | $24.2M | $758K |
| 8 | PROFESSIONAL TURF PRODUCTS, LP PROFESSIONAL TURF PRODUCTS, LP 401(K) PLAN | EULESS TX | 112 | $15.2M | $631K |
| 9 | SUGARCRM INC. SUGARCRM INC. RETIREMENT TRUST | SAN FRANCISCO CA | 223 | $32.4M | $608K |
| 10 | NGM BIOPHARMACEUTICALS, INC. NGM BIOPHARMACEUTICALS 401(K) PLAN | SOUTH SAN FRANCISCO CA | 120 | $43.3M | $588K |
