Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Fid Sm Cap Idx Mutual fund n/a in their Schedule of Assets, totaling $8.3M 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 | CLEARWATER ANALYTICS, LLC CLEARWATER ANALYTICS 401K PLAN | BOISE ID | 1,044 | $114.8M | $3.1M |
| 2 | WORKMAN NYDEGGER, P.C. WORKMAN NYDEGGER, P.C. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 106 | $74.1M | $1.1M |
| 3 | DENVER DUMB FRIENDS LEAGUE DENVER DUMB FRIENDS LEAGUE PROFIT SHARING PLAN |
DENVER CO |
| 307 |
| $12.7M |
| $528K |
| 4 | C.R. ENGLAND, INC. C. R. ENGLAND, INC. PROFIT SHARING | SALT LAKE CITY UT | 6,763 | $120.9M | $510K |
| 5 | WEST TEXAS HEALTH, PLLC WEST TEXAS HEALTH, PLLC. RETIREMENT AND SAVINGS PLAN | ABILENE TX | 178 | $17.4M | $476K |
| 6 | ASPHALT AND FUEL TRANSPORT, LLC ASPHALT AND FUEL TRANSPORT LLC 401(K) PROFIT SHARING PLAN & TRUST | TULSA OK | 152 | $12.9M | $438K |
| 7 | NEXTWORLD, LLC NEXTWORLD 401(K) PLAN | GREENWOOD VILLAGE CO | 364 | $49.1M | $381K |
| 8 | AGILITI HEALTH, INC. AGILITI 401(K) | EDEN PRAIRIE MN | 6,179 | $302.3M | $315K |
| 9 | A G EQUIPMENT COMPANY A G EQUIPMENT COMPANY INCOME GROWTH PLAN | BROKEN ARROW OK | 411 | $52.4M | $268K |
| 10 | BALSAM BRANDS INC. BALSAM BRANDS INC. RETIREMENT TRUST | REDWOOD CITY CA | 180 | $22.0M | $243K |
