Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 152 U.S. retirement plans report holding Fid Sm Cap Idx in their Schedule of Assets, totaling $182.3M 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 | WEC ENERGY GROUP, INC. WEC ENERGY GROUP MASTER TRUST | MILWAUKEE WI | — | $3.6B | $56.4M |
| 2 | MLMIC SERVICES, INC. MLMIC DEFERRED PROFIT SHARING AND 401(K) PLAN | ALBANY NY | 239 | $186.9M | $12.2M |
| 3 | HOAG MEMORIAL HOSPITAL PRESBYTERIAN HOAG SHELTERED SAVINGS PLAN |
NEWPORT BEACH CA |
| 9,204 |
| $1.3B |
| $11.1M |
| 4 | KLOCKNER METALS CORPORATION KLOECKNER METALS 401(K) PLAN | ROSWELL GA | 2,303 | $288.7M | $8.3M |
| 5 | A. O. SMITH CORPORATION A. O. SMITH CORPORATION MASTER TRUST | MILWAUKEE WI | — | $595.1M | $5.1M |
| 6 | THYSSENKRUPP NORTH AMERICA, LLC THYSSENKRUPP 401(K) PLAN NORTH AMERICA | BEAVERTON OR | 2,545 | $384.0M | $4.7M |
| 7 | WENGER CORPORATION WENGER CORPORATION RETIREMENT SAVINGS PLAN | OWATONNA MN | 557 | $108.4M | $3.9M |
| 8 | HEADWAY TECHNOLOGIES, INC. HEADWAY TECHNOLOGIES, INC. 401(K) SAVINGS AND RETIREMENT PLAN | MILPITAS CA | 772 | $255.8M | $3.8M |
| 9 | GLACIER BANCORP, INC. GLACIER BANCORP, INC. PROFIT SHARING AND 401(K) PLAN | KALISPELL MT | 3,535 | $537.9M | $3.5M |
| 10 | AUDIA INTERNATIONAL, INC. AUDIA INTERNATIONAL, INC. 401(K) & PROFIT SHARING PLAN | WASHINGTON PA | 924 | $163.0M | $3.5M |
