Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 80 U.S. retirement plans report holding Fid Sm Cap Idx Registered investment company in their Schedule of Assets, totaling $129.2M 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 | EXPERIAN, INC. EXPERIAN PERSONAL INVESTMENT PLAN | COSTA MESA CA | 6,165 | $1.7B | $23.4M |
| 2 | ZIMMER BIOMET HOLDINGS, INC. ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM MASTER TRUST | WARSAW IN | — | $1.5B | $17.9M |
| 3 | SNOWFLAKE INC. SNOWFLAKE INC. 401(K) PLAN |
MENLO PARK CA |
| 4,771 |
| $529.4M |
| $8.9M |
| 4 | PROOFPOINT, INC PROOFPOINT 401(K) PLAN | SUNNYVALE CA | 2,793 | $438.2M | $7.2M |
| 5 | NAVIENT CORPORATION NAVIENT 401(K) SAVINGS PLAN | WILMINGTON DE | 1,698 | $694.0M | $7.0M |
| 6 | RETINA GROUP, INC. DBA RETINA CONSULTANTS OF AMERICA RETINA CONSULTANTS OF AMERICA 401(K) PLAN | SOUTHLAKE TX | 4,799 | $353.2M | $6.0M |
| 7 | SIMPSON THACHER & BARTLETT LLP SIMPSON THACHER & BARTLETT LLP COMMINGLED MASTER TRUST FOR RETIREMENT PLANS | NEW YORK NY | — | $997.8M | $5.6M |
| 8 | VISTA EQUITY PARTNERS MANAGEMENT, LLC VISTA EQUITY PARTNERS MANAGEMENT, LLC RETIREMENT PLAN | SAN FRANCISCO CA | 642 | $140.8M | $4.4M |
| 9 | MORRIS, MANNING & MARTIN LLP MMM PARTNER/STAFF 401(K) PROFIT SHARING PLAN | ATLANTA GA | 223 | $149.7M | $3.8M |
| 10 | SLM CORPORATION SALLIE MAE 401(K) SAVINGS PLAN | NEWARK DE | 1,748 | $304.0M | $3.3M |
