Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 227 U.S. retirement plans report holding Fid Sm Cap Idx Mutual fund - in their Schedule of Assets, totaling $202.5M 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 | IRON MOUNTAIN INCORPORATED THE IRON MOUNTAIN COMPANIES 401(K) PLAN | ROYERSFORD PA | 10,113 | $943.1M | $29.7M |
| 2 | CROSS COUNTRY HEALTHCARE CROSS COUNTRY HEALTHCARE, INC. 401(K) PLAN | BOCA RATON FL | 19,422 | $218.3M | $8.7M |
| 3 | ULTRAGENYX PHARMACEUTICAL INC. ULTRAGENYX PHARMACEUTICAL INC. 401(K) PLAN AND TRUST |
NOVATO CA |
| 1,082 |
| $217.9M |
| $6.1M |
| 4 | ROKU, INC. ROKU, INC. 401(K) PLAN | SAN JOSE CA | 2,427 | $363.0M | $6.0M |
| 5 | BOX, INC. BOX, INC. 401(K) PLAN | REDWOOD CITY CA | 1,823 | $282.9M | $4.9M |
| 6 | AIRBUS AMERICAS, INC. AIRBUS AMERICAS, INC. 401(K) SAVINGS PLAN | HERNDON VA | 1,647 | $443.5M | $4.5M |
| 7 | MAPLEBEAR INC. D/B/A INSTACART MAPLEBEAR INC. D/B/A INSTACART RETIREMENT PLAN | SAN FRANCISCO CA | 2,641 | $297.0M | $4.4M |
| 8 | IPSEN BIOPHARMACEUTICALS, INC IPSEN BIOPHARMACEUTICALS, INC. U.S. 401(K) PLAN | BERKELEY HEIGHTS NJ | 683 | $205.8M | $4.1M |
| 9 | PSEMI CORPORATION PSEMI CORPORATION 401(K) PLAN | SAN DIEGO CA | 539 | $121.1M | $3.7M |
| 10 | UNITED EDUCATORS MANAGEMENT COMPANY UNITED EDUCATORS MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | BETHESDA MD | 230 | $83.3M | $2.7M |
