Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Fid Sm Cap Gr Idx Mutual Fund in their Schedule of Assets, totaling $3.4M 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 | THERAPEUTIC ASSOCIATES, INC. THERAPEUTIC ASSOCIATES, INC. PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN | KENT WA | 1,114 | $125.2M | $1.6M |
| 2 | ALBRIGHT STONEBRIDGE GROUP LLC ALBRIGHT STONEBRIDGE GROUP, LLC PROFIT SHARING PLAN | WASHINGTON DC | 115 | $28.3M | $642K |
| 3 | PATHWAY CAPITAL MANAGEMENT, LP |
IRVINE CA |
| 239 |
| $66.8M |
| $450K |
| 4 | DIASORIN INC. DIASORIN 401(K) PLAN | AUSTIN TX | 1,559 | $317.5M | $360K |
| 5 | SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. PROFIT SHARING PLAN | SAN ANTONIO TX | 249 | $19.6M | $161K |
| 6 | LYELL IMMUNOPHARMA, INC. LYELL IMMUNOPHARMA, INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 200 | $28.3M | $118K |
| 7 | ADM PROMOTIONS USA, INC. ADM PROMOTIONS USA, INC. 401(K) RETIREMENT PLAN | STAMFORD CT | 159 | $15.2M | $65K |
| 8 | REGISTERED AGENTS, INC. REGISTERED AGENTS, INC. 401(K) PLAN | SHERIDAN WY | 797 | $6.2M | $18K |
| 9 | CPORT CREDIT UNION OF MAINE CPORT CREDIT UNION RETIREMENT SAVINGS PLAN | PORTLAND ME | 111 | $6.4M | $7K |
