Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Value Fund in their Schedule of Assets, totaling $2.2M 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 | YOKOHAMA TIRE MANUFACTURING VIRGINIA SAVINGS PLAN FOR HOURLY EMPLOYEES OF THE YOKOHAMA TIRE MANUFACTURING IN SALEM, VIRGINIA | SALEM VA | 454 | $36.9M | $753K |
| 2 | KALSEC, INC. KALSEC UNION 401(K) / RETIREMENT PLAN | KALAMAZOO MI | 105 | $25.8M | $622K |
| 3 | FASTSIGNS INTERNATIONAL, INC. |
CARROLLTON TX |
| 200 |
| $11.3M |
| $421K |
| 4 | DHG INC. DHG INC. 401(K) PLAN | FAIRFIELD OH | 132 | $14.9M | $223K |
| 5 | KOCH HOLDINGS INC. KOCH AUTOMOTIVE GROUP 401(K) PLAN | EASTON PA | 771 | $13.8M | $159K |
| 6 | HIGH GRADE BEVERAGE HIGH GRADE BEVERAGE 401(K) PLAN | NORTH BRUNSWICK NJ | 340 | $22.7M | $65K |
| 7 | 246 SPRING STREET (NY), LLC, DBA THE DOMINICK HOTEL ('THE HOTEL') 246 SPRING ST (NY) LLC DBA THE DOMINICK HOTEL ('THE HOTEL') 401(K) PLAN | NEW YORK NY | 68 | $3.2M | $100 |
