Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Fid Sm Cap Idx in their Schedule of Assets, totaling $80.6M 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 | WEC ENERGY GROUP, INC. WEC ENERGY GROUP EMPLOYEE RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 3,713 | $2.0B | $30.5M |
| 2 | WEC ENERGY GROUP, INC. WEC ENERGY GROUP RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 3,358 | $1.7B | $25.8M |
| 3 | A. O. SMITH CORPORATION A. O. SMITH CORPORATION MASTER TRUST |
MILWAUKEE WI |
| — |
| $595.1M |
| $5.1M |
| 4 | HEADWAY TECHNOLOGIES, INC. HEADWAY TECHNOLOGIES, INC. 401(K) SAVINGS AND RETIREMENT PLAN | MILPITAS CA | 772 | $255.8M | $3.8M |
| 5 | GLACIER BANCORP, INC. GLACIER BANCORP, INC. PROFIT SHARING AND 401(K) PLAN | KALISPELL MT | 3,535 | $537.9M | $3.5M |
| 6 | TOWER SEMICONDUCTOR NEWPORT BEACH INC. TOWER SEMICONDUCTOR NEWPORT BEACH RETIREMENT SAVINGS PLAN | NEWPORT BEACH CA | 1,103 | $176.2M | $3.3M |
| 7 | AMERICAN CAST IRON PIPE COMPANY ACIPCO 401(K) PLAN | BIRMINGHAM AL | 2,699 | $534.1M | $2.1M |
| 8 | A.L.P. LIGHTING COMPONENTS, INC. A.L.P. LIGHTING & CEILING PRODUCTS, INC.401(K) PLAN | NILES IL | 170 | $23.4M | $913K |
| 9 | TEXAS PARTNERS BANK TEXAS PARTNERS BANK 401(K) | SAN ANTONIO TX | 464 | $43.1M | $858K |
| 10 | SUN CAPITAL ADVISORS, LP SUN CAPITAL ADVISORS, LP 401(K) PLAN | BOCA RATON FL | 64 | $17.8M | $611K |
