Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Value K Mutual fund in their Schedule of Assets, totaling $7.8M 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 | THE F.A. BARTLETT TREE EXPERT CO. BARTLETT TREE 401(K) PLAN | STAMFORD CT | 2,907 | $201.4M | $2.8M |
| 2 | PBK ARCHITECTS, INC. PBK ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 1,060 | $121.0M | $2.0M |
| 3 | CAPITAL CARDIOLOGY ASSOCIATES, PC CAPITAL CARDIOLOGY ASSOCIATES, PC PROFIT SHARING 401(K) PLAN |
ALBANY NY |
| 348 |
| $74.3M |
| $951K |
| 4 | TRAMMO, INC TRAMMO, INC. PROFIT-SHARING/401K PLAN | NEW YORK NY | 71 | $57.1M | $673K |
| 5 | UNIGROUP C.A. UNIGROUP, C.A. RESOURCES FOR EMPLOYEES' LEISURE YEARS PLAN | FENTON MO | 560 | $119.2M | $494K |
| 6 | EXTRA SPORTSWEAR, LTD. EXTRA SPORTSWEAR, LTD. 401(K) PLAN | SAYREVILLE NJ | 170 | $15.9M | $452K |
| 7 | GENERAL CREDIT FORMS, INC. GENERAL CREDIT FORMS, INC. 401(K) PROFIT SHARING PLAN | EARTH CITY MO | 249 | $48.9M | $409K |
