Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Value K Fund Mutual fund in their Schedule of Assets, totaling $13.2M 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 | ZS ASSOCIATES, INC. ZS ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | EVANSTON IL | 2,902 | $658.5M | $7.2M |
| 2 | ROSENDIN ELECTRIC ROSENDIN ELECTRIC 401(K) SAVINGS PLAN | SAN JOSE CA | 2,243 | $188.8M | $4.4M |
| 3 | THE HENRY J. KAISER FAMILY FOUNDATION THE HENRY J. KAISER FAMILY FOUNDATION 401(K) PLAN |
SAN FRANCISCO CA |
| 211 |
| $115.6M |
| $1.1M |
| 4 | CIMINELLI REAL ESTATE CORPORATION CIMINELLI REAL ESTATE CORPORATION 401(K) PLAN | BUFFALO NY | 205 | $24.0M | $368K |
| 5 | THOMAS & SKINNER, INC. THOMAS & SKINNER, INC. 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 96 | $6.9M | $30K |
