Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Value Mutual 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SAN FRANCISCO SYMPHONY CORPORATION SAN FRANCISCO SYMPHONY TSA THRIFT PLAN | SAN FRANCISCO CA | 829 | $87.1M | $746K |
| 2 | CROSSROADS FORD, INC. CROSSROADS FORD, INC. 401(K) PLAN | WAKE FOREST NC | 1,669 | $40.9M | $682K |
| 3 | NELSON AUTOMOTIVE, INC. NELSON AUTO GROUP 401(K)PLAN |
TULSA OK |
| 290 |
| $13.6M |
| $319K |
| 4 | BRADLEY UNIVERSITY BRADLEY UNIVERSITY DEFINED CONTRIBUTION PLAN | PEORIA IL | 824 | $365.7M | $102K |
| 5 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $86K |
| 6 | PATHWAYS IN EDUCATION, INC. OPTIONS EDUCATIONAL 403(B) RETIREMENT PLAN | PASADENA CA | 0 | $0 | $77K |
| 7 | TROY BELTING AND SUPPLY COMPANY TROY BELTING AND SUPPLY COMPANY 401(K) AND PROFIT SHARING PLAN | WATERVLIET NY | 108 | $19.3M | $72K |
| 8 | POPULATION SERVICES INTERNATIONAL POPULATION SERVICES INTERNATIONAL 403(B) PLAN | WASHINGTON DC | 253 | $42.7M | $62K |
| 9 | OHI WEST MEDICAL GROUP II LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,866 | $314.0M | $18K |
| 10 | WORK, INC. WORK, INC. 403(B) PLAN | DORCHESTER MA | 445 | $7.7M | $5K |
