Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 45 retirement plans report an interest in this investment, totaling $7.7M in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | 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 | PLAN FIDUCIARY SERVICES, INC. ENTERPRISE SELECT POOLED EMPLOYER PLAN | CLEARWATER FL | 3,880 | $76.5M | $511K |
| 5 | QUINTES ADMINISTRATIVE AND INSURANCE SERVICES, INC. QUINTES 401(K) POOLED EMPLOYER PLAN | WATSONVILLE CA | 914 | $33.9M | $455K |
| 6 | WHALLEY COMPUTER ASSOCIATES, INC. WHALLEY COMPUTER ASSOCIATES, INC. 401(K) PLAN | SOUTHWICK MA | 227 | $30.3M | $454K |
| 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 |
