Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity value Strategies Fund " in their Schedule of Assets, totaling $614K 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 | MERCURIA ENERGY AMERICA, LLC MERCURIA ENERGY AMERICA, LLC 401(K) PLAN | HOUSTON TX | 301 | $68.9M | $340K |
| 2 | BRYANT UNIVERSITY BRYANT UNIVERSITY 403(B) RETIREMENT PLAN | SMITHFIELD RI | 992 | $318.2M | $202K |
| 3 | JL PROPERTIES, INC. JL PROPERTIES AURORA 401(K) PLAN |
ANCHORAGE AK |
| 65 |
| $4.6M |
| $19K |
| 4 | PARADIGM MANAGEMENT TEAM, LLC PARADIGM MANAGEMENT TEAM LLC 401(K) PLAN | GAINESVILLE FL | 361 | $21.6M | $17K |
| 5 | HILLSDALE COLLEGE HILLSDALE COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | HILLSDALE MI | 836 | $205.4M | $17K |
| 6 | HACKENSACK MERIDIAN HEALTH CONSOLIDATED 403(B) PLAN OF HACKENSACK MERIDIAN HEALTH | EDISON NJ | 16,020 | $1.8B | $16K |
| 7 | EMERSON COLLEGE EMERSON COLLEGE TAX DEFERRED ANNUITY PLAN | BOSTON MA | 638 | $242.4M | $2K |
