Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 26 retirement plans report an interest in this investment, totaling $3.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Fidelity Small CAP Index, Fidelity Small CAP Index Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | INNOPEAK TECHNOLOGY, INC. OPPO 401(K) PLAN & TRUST | PALO ALTO CA | 116 | $30.8M | $963K |
| 2 | ASSOCIATED CLINIC OF PSYCHOLOGY, INC. ASSOCIATED CLINIC OF PSYCHOLOGY 401(K) PROFIT SHARING PLAN | MINNEAPOLIS MN | 259 | $19.2M | $437K |
| 3 | TROCAIRE COLLEGE TROCAIRE COLLEGE 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 132 | $10.6M | $397K |
| 4 | DESERT ORTHOPAEDIC CENTER DESERT ORTHOPAEDIC CENTER, LTD. 401(K) PROFIT SHARING PLAN AND TRUST | LAS VEGAS NV | 279 | $65.5M | $379K |
| 5 | PLAN COMPLIANCE SERVICES, INC. QBOX POOLED EMPLOYER PLAN | CLEARWATER FL | 313 | $11.0M | $366K |
| 6 | NATIONAL CONVENIENCE DISTRIBUTORS, LLC NATIONAL CONVENIENCE DISTRIBUTORS 401(K) RETIREMENT PLAN | FARMINGDALE NY | 993 | $39.2M | $343K |
| 7 | IBEW LOCAL NO. 143 ANNUITY PLAN IBEW LOCAL NO. 143 ANNUITY PLAN | PITTSBURGH PA | 379 | $70.9M | $300K |
| 8 | THE M & W LOGISTICS GROUP, INC. THE M & W LOGISTICS GROUP, INC. 401K PLAN | NASHVILLE TN | 180 | $7.6M | $296K |
| 9 | SUHNER MANUFACTURING, INC. SUHNER USA 401(K) PLAN | ROME GA | 98 | $7.2M | $199K |
| 10 | BAUER, INC. BAUER, INC. 401(K) PLAN | BRISTOL CT | 90 | $12.6M | $132K |
