Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 216 U.S. retirement plans report holding Fid Sm Cap Idx Mutual fund - in their Schedule of Assets, totaling $187.4M 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 | 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 | ROKU, INC. ROKU, INC. 401(K) PLAN |
SAN JOSE CA |
| 2,427 |
| $363.0M |
| $6.0M |
| 4 | BOX, INC. BOX, INC. 401(K) PLAN | REDWOOD CITY CA | 1,823 | $282.9M | $4.9M |
| 5 | AIRBUS AMERICAS, INC. AIRBUS AMERICAS, INC. 401(K) SAVINGS PLAN | HERNDON VA | 1,647 | $443.5M | $4.5M |
| 6 | MAPLEBEAR INC. D/B/A INSTACART MAPLEBEAR INC. D/B/A INSTACART RETIREMENT PLAN | SAN FRANCISCO CA | 2,641 | $297.0M | $4.4M |
| 7 | IPSEN BIOPHARMACEUTICALS, INC IPSEN BIOPHARMACEUTICALS, INC. U.S. 401(K) PLAN | BERKELEY HEIGHTS NJ | 683 | $205.8M | $4.1M |
| 8 | UNITED EDUCATORS MANAGEMENT COMPANY UNITED EDUCATORS MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | BETHESDA MD | 230 | $83.3M | $2.7M |
| 9 | GRAY REED & MCGRAW LLP GRAY REED PROFIT SHARING PLAN | HOUSTON TX | 162 | $54.1M | $2.7M |
| 10 | PACIFIC DENTAL SERVICES, LLC PACIFIC DENTAL SERVICES, LLC 401(K) PLAN | IRVINE CA | 14,564 | $565.3M | $2.7M |
