Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Value Mutual Funds in their Schedule of Assets, totaling $1.1M 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 | BEXAR CONCRETE WORKS I, LTD BEXAR CONCRETE WORKS 401(K) PLAN | SAN ANTONIO TX | 246 | $15.2M | $1.0M |
| 2 | APPDIRECT, INC. APPDIRECT 401(K) PLAN | SAN FRANCISCO CA | 410 | $30.3M | $49K |
| 3 | ATARI, INC. ATARI, INC. 401(K) PROFIT SHARING PLAN |
| 32 |
| $16.0M |
| $20K |
