Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Value Strategies Fund Mutual fund in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LIGHTSPEED MANAGEMENT COMPANY, LLC LIGHTSPEED MANAGEMENT COMPANY RETIREMENT PLAN | MENLO PARK CA | 155 | $29.4M | $829K |
| 2 | CLIFFWATER LLC CLIFFWATER LLC 401(K) PLAN | MARINA DEL REY CA | 178 | $34.0M | $653K |
| 3 | GACHINA LANDSCAPE MANAGEMENT, INC. GACHINA LANDSCAPE MANAGEMENT, INC. 401(K) PLAN |
MENLO PARK CA |
| 431 |
| $9.5M |
| $285K |
| 4 | ARDELYX, INC. ARDELYX, INC. 401(K) PLAN | WALTHAM MA | 398 | $37.6M | $193K |
| 5 | CAPSTAN, INC. CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN | CARSON CA | 369 | $14.0M | $79K |
| 6 | SIERRA LAND GROUP, INC. SIERRA LAND GROUP, INC. 401(K) PLAN | GLENDALE CA | 1,152 | $24.2M | $55K |
| 7 | SACRED HEART UNIVERSITY INCORPORATED SACRED HEART UNIVERSITY DEFINED CONTRIBUTION PLAN | FAIRFIELD CT | 4,574 | $307.5M | $31K |
| 8 | REVOLUTION PREP, LLC. REVOLUTION PREP, LLC. 401(K) PLAN | SANTA MONICA CA | 544 | $6.4M | $11K |
