Fidelity SM CP IND FD
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 46 retirement plans report an interest in this investment, totaling $7.8M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
46
Reported interest (EOY)
$7.8M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 2 name variants: Fidelity SM CP IND FD, Fidelity SM CP IND Fund. Counts combine all variants of the same investment.
Plans holding Fidelity SM CP IND FDranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLAN COMPLIANCE SERVICES, INC. SECURE CHOICE POOLED EMPLOYER PLAN | CLEARWATER FL | 1,360 | — | $2.6M |
| 2 | OLYMPUS HOLDINGS, LLC OLYMPUS HOLDINGS, LLC & AFFILIATES 401(K) PLAN | MORRISTOWN NJ | 139 | $31.6M | $732K |
| 3 | RRM DESIGN GROUP RRM DESIGN GROUP RETIREMENT PLAN | SAN LUIS OBISPO CA | 181 | $27.0M | $652K |
| 4 | WHALLEY COMPUTER ASSOCIATES, INC. WHALLEY COMPUTER ASSOCIATES, INC. 401(K) PLAN | SOUTHWICK MA | 216 | $35.2M | $527K |
| 5 | PLAN FIDUCIARY SERVICES, INC. ENTERPRISE SELECT POOLED EMPLOYER PLAN | CLEARWATER FL | 3,880 | $76.5M | $511K |
| 6 | QUINTES ADMINISTRATIVE AND INSURANCE SERVICES, INC. QUINTES 401(K) POOLED EMPLOYER PLAN | WATSONVILLE CA | 914 | $33.9M | $455K |
| 7 | UNITED EMPLOYEE SERVICES, INC. UNITED EMPLOYEE SERVICES 401(K) RETIREMENT SAVINGS PLAN | CLEARWATER FL | 708 | $19.0M | $365K |
| 8 | EARL W. COLVARD, INC. EARL W. COLVARD, INC. SAVINGS PLAN | DELAND FL | 491 | $23.2M | $297K |
| 9 | JRGO LLC DBA INTEGRITY ASSESSMENT GROUP INTEGRITY ASSESSMENT GROUP 401(K) PLAN | CLARE MI | 163 | $6.1M | $176K |
| 10 | PLAN COMPLIANCE SERVICES, INC. TAG(K) POOLED EMPLOYER PLAN | CLEARWATER FL | 220 | $3.5M | $142K |
See all 46 plans holding Fidelity SM CP IND FD
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