Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Fid Sm Cap Discovery Mutual fund - in their Schedule of Assets, totaling $2.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LSI SOLUTIONS LSI SOLUTIONS SAVINGS AND INVESTMENT PLAN | VICTOR NY | 518 | $47.5M | $431K |
| 2 | LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH RETIREMENT & SAVINGS 401K PLAN | PALO ALTO CA | 144 | $42.4M | $388K |
| 3 | CMI MARKETING, INC. |
NEW YORK NY |
| 337 |
| $33.3M |
| $307K |
| 4 | TORRANCE HEALTH ASSOCIATION TORRANCE HEALTH ASSOCIATION 403(B) PLAN | TORRANCE CA | 5,025 | $406.1M | $300K |
| 5 | NEW YORK STATE PUBLIC EMPLOYEES FEDERATION,AFL-CIO NEW YORK STATE PUBLIC EMPLOYEES FEDERATION, AFL-CIO-UNION PLAN | ALBANY NY | 123 | $11.7M | $267K |
| 6 | MIDOCEAN US ADVISOR LP MIDOCEAN US ADVISOR LP 401K PLAN | NEW YORK NY | 90 | $44.5M | $241K |
| 7 | TRIANZ DIGITAL CONSULTING, INC. TRIANZ RETIREMENT SAVINGS PLAN | SANTA CLARA CA | 148 | $25.7M | $226K |
| 8 | OMIDYAR NETWORK SERVICES LLC OMIDYAR NETWORK SERVICES 401(K) PLAN | REDWOOD CITY CA | 54 | $25.7M | $166K |
| 9 | JIM BASS FORD, INC. JIM BASS FORD, INC. 401(K) PLAN | SAN ANGELO TX | 158 | $12.1M | $148K |
| 10 | HOME OF GUIDING HANDS THE HOME OF GUIDING HANDS 403(B) PLAN | EL CAJON CA | 245 | $5.9M | $101K |
