Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FID SM CAP GR IDX Registered Investment Company in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTHWEST SURGICAL SPECIALISTS, P.C. NORTHWEST SURGICAL SPECIALISTS, P.C. 401(K) PROFIT SHARING PLAN | VANCOUVER WA | 417 | $105.2M | $894K |
| 2 | PULMONARY MEDICINE ASSOCIATES MEDICAL GROUP, INC. PULMONARY MEDICINE ASSOCIATES MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 154 | $63.7M | $266K |
| 3 |
SANTA ANA CA |
| 113 |
| $9.0M |
| $43K |
| 4 | MIDWEST RECOVER-CARE MIDWEST RECOVER-CARE 401(K) PLAN | BROOKLYN NY | 4,569 | $9.1M | $9K |
| 5 | SEWARD & KISSEL LLP SEWARD & KISSEL QUALIFIED RETIREMENT PLAN MASTER TRUST | NEW YORK NY | — | $319.3M | $9K |
