Fidelity Small CAP Index RET Acct
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 44 retirement plans report an interest in this investment, totaling $5.2M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
44
Reported interest (EOY)
$5.2M
Data source
DOL Form 5500 · Schedule D
Plans holding Fidelity Small CAP Index RET Acctranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN | ORLANDO FL | 1,933 | $80.7M | $1.9M |
| 2 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN III | CEDAR RAPIDS IA | 2,783 | $53.1M | $1.0M |
| 3 | P.I. & I. MOTOR EXPRESS, INC. KEROLA GROUP 401K PLAN | MASURY OH | 252 | $8.5M | $343K |
| 4 | ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICES CHOICE POOLED EMPLOYER PLAN I | NASHVILLE TN | 4,941 | $47.2M | $306K |
| 5 | SCADA PRODUCTS, LLC SCADA PRODUCTS, LLC 401(K) PLAN | DENVER CO | 329 | $7.9M | $180K |
| 6 | KUHANA ASSOCIATES LLC KUHANA ASSOCIATES, LLC 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 498 | $7.9M | $174K |
| 7 | BELAIR INSTRUMENT COMPANY, LLC DBA AVANTIK AVANTIK 401(K) PLAN | PINE BROOK NJ | 235 | $4.0M | $164K |
| 8 | STELLAR SENIOR LIVING, LLC STELLAR SENIOR LIVING, LLC 401(K) PLAN | SALT LAKE CITY UT | 1,926 | $3.5M | $135K |
| 9 | OXFORD NANOPORE TECHNOLOGIES, INC. OXFORD NANOPORE 401(K) | NEW YORK NY | 201 | $13.8M | $124K |
| 10 | TOYOTA TSUSHO AMERICA, INC. TOYOTA TSUSHO AMERICA, INC. ENTERPRISE MULTIPLE EMPLOYER PLAN | GEORGETOWN KY | 1,299 | $19.2M | $114K |
See all 44 plans holding Fidelity Small CAP Index RET Acct
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