Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding Fidelity** Value Fund in their Schedule of Assets, totaling $28.5M 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 | 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. ELM ELECTRICAL, INC. 401(K) PLAN | 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 | MERCURIA ENERGY AMERICA, LLC MERCURIA ENERGY AMERICA, LLC 401(K) PLAN | HOUSTON TX | 301 | $68.9M | $1.2M |
| 6 | MILWAUKEE VALVE CO., LLC MILWAUKEE VALVE COMPANY, LLC EMPLOYEES' SAVINGS PLAN AND TRUST | NEW BERLIN WI | 374 | $52.5M | $1.1M |
| 7 | AMERICAN ACADEMY OF DERMATOLOGY, INC. PENSION PLAN AMERICAN ACADEMY OF DERMATOLOGY, INC PENSION PLAN | ROSEMONT IL | 211 | $20.4M | $1.0M |
| 8 | AMERICAN ACADEMY OF DERMATOLOGY INC AMERICAN ACADEMY OF DERMATOLOGY 403B PLAN | ROSEMONT IL | 204 | $65.9M | $1.0M |
| 9 | EXTREME ENGINEERING SOLUTIONS, INC. EXTREME ENGINEERING SOLUTIONS, INC. 401(K) PLAN | VERONA WI | 452 | $61.2M | $943K |
| 10 | AMERICANTCS FIDUCIARY SERVICES, LLC FLEXIBLE 401(K) POOLED EMPLOYER PLAN | PITTSBURGH PA | 1,185 | $58.6M | $809K |
