Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding Fidelity** Value Fund in their Schedule of Assets, totaling $24.2M 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 | MITSUBISHI UFJ TRUST AND BANKING CORPORATION MITSUBISHI UFJ TRUST AND BANKING CORPORATION RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 249 | $87.9M | $6.0M |
| 2 | SERVICE FEDERAL CREDIT UNION SERVICE FEDERAL CREDIT UNION PROFIT SHARING/401K PLAN | PORTSMOUTH NH | 999 | $112.9M | $3.6M |
| 3 | ELM ELECTRICAL, INC. |
WESTFIELD MA |
| 224 |
| $43.8M |
| $1.5M |
| 4 | PIRAMAL CRITICAL CARE, INC. PIRAMAL CRITICAL CARE, INC. 401(K) PLAN | BETHLEHEM PA | 190 | $24.3M | $1.2M |
| 5 | AMERICAN ACADEMY OF DERMATOLOGY, INC. PENSION PLAN AMERICAN ACADEMY OF DERMATOLOGY, INC PENSION PLAN | ROSEMONT IL | 211 | $20.4M | $1.0M |
| 6 | AMERICAN ACADEMY OF DERMATOLOGY INC AMERICAN ACADEMY OF DERMATOLOGY 403B PLAN | ROSEMONT IL | 204 | $65.9M | $1.0M |
| 7 | EXTREME ENGINEERING SOLUTIONS, INC. EXTREME ENGINEERING SOLUTIONS, INC. 401(K) PLAN | VERONA WI | 452 | $61.2M | $943K |
| 8 | NUCRAFT FURNITURE CO. NUCRAFT FURNITURE COMPANY PROFIT SHARING & RETIREMENT PLAN | COMSTOCK PARK MI | 290 | $30.9M | $693K |
| 9 | GENETICS & IVF INSTITUTE, INC. GENETICS & IVF INSTITUTE PROFIT SHARING PLAN | FAIRFAX VA | 139 | $25.5M | $649K |
| 10 | DYNAMIC MOTION CONTROL, INC. DYNAMIC MOTION CONTROL 401(K) PLAN | CHICAGO IL | 269 | $53.2M | $647K |
