Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Fid Sm Cap Index Mutual fund in their Schedule of Assets, totaling $2.7M 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 | HERITAGE PLASTICS, INC. HERITAGE PLASTICS, INC. 401(K) PLAN | PICAYUNE MS | 273 | $36.7M | $1.3M |
| 2 | ABBYY USA SOFTWARE HOUSE, INC. ABBYY USA SOFTWARE HOUSE, INC. 401(K) PROFIT SHARING PLAN | AUSTIN TX | 123 | $21.5M | $683K |
| 3 | ZWIFT, INC. ZWIFT, INC. 401(K) PLAN |
LONG BEACH CA |
| 204 |
| $29.9M |
| $417K |
| 4 | SOUTHWEST STAGE FUNDING, LLC DBA CASCADE FINANCIAL SERVICES CASCADE FINANCIAL SERVICES 401(K) PLAN | CHANDLER AZ | 278 | $11.6M | $159K |
| 5 | S. R. BRAY LLC POWER PLUS 401(K) PLAN | ANAHEIM CA | 586 | $31.8M | $77K |
| 6 | CURRY MANAGEMENT CORPORATION THE CURRY AUTOMOTIVE GROUP 401(K) SAVINGS PLAN | SCARSDALE NY | 403 | $38.3M | $69K |
