Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Fid Small Cap Gr K6 Mutual Fund in their Schedule of Assets, totaling $29.4M 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 | SONICWALL, INC. SONICWALL, INC. 401(K) PLAN | MILPITAS CA | 529 | $140.0M | $4.8M |
| 2 | DOCUMENT TECHNOLOGIES, LLC EPIQ 401(K) RETIREMENT PLAN | ATLANTA GA | 7,298 | $319.9M | $4.4M |
| 3 | UHY ADVISORS, INC. UHY SAVINGS PLAN | FARMINGTON HILLS MI |
| 1,655 |
| $285.1M |
| $4.3M |
| 4 | UF HEALTH-CENTRAL FLORIDA UF HEALTH-CENTRAL FLORIDA 401K PLAN | THE VILLAGES FL | 3,762 | $169.3M | $3.4M |
| 5 | REI SYSTEMS, INC REI SYSTEMS, INC. 401(K) PLAN | CHANTILLY VA | 802 | $185.5M | $2.1M |
| 6 | REI SYSTEMS, INC REI SYSTEMS, INC. 401(K) PLAN | CHANTILLY VA | 804 | $148.7M | $1.4M |
| 7 | RADIANCE TECHNOLOGIES RADIANCE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 2,432 | $170.2M | $1.3M |
| 8 | TENCARVA MACHINERY COMPANY, LLC. TENCARVA MACHINERY COMPANY PROFIT SHARING & 401(K) PLAN | GREENSBORO NC | 531 | $90.7M | $1.3M |
| 9 | AUCTION.COM, LLC AUCTION.COM 401(K) PLAN | IRVINE CA | 549 | $76.7M | $1.1M |
| 10 | ICW GROUP HOLDINGS, INC. ICW GROUP HOLDINGS, INC. SALARY SAVINGS PLAN | SAN DIEGO CA | 1,172 | $143.4M | $993K |
