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 in their Schedule of Assets, totaling $30.2M 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 | FISHER & PHILLIPS LLP FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN | ATLANTA GA | 1,304 | $396.8M | $7.0M |
| 2 | HEADWAY TECHNOLOGIES, INC. HEADWAY TECHNOLOGIES, INC. 401(K) SAVINGS AND RETIREMENT PLAN | MILPITAS CA | 772 | $255.8M | $4.4M |
| 3 | OPTIVER SERVICES US LLC |
CHICAGO IL |
| 540 |
| $153.6M |
| $3.7M |
| 4 | THYSSENKRUPP NORTH AMERICA, LLC THYSSENKRUPP 401(K) PLAN NORTH AMERICA | BEAVERTON OR | 2,545 | $384.0M | $3.0M |
| 5 | A.L.M. HOLDING COMPANY SECURITY RETIREMENT PLAN | ONALASKA WI | 866 | $327.7M | $2.7M |
| 6 | SOUTHERN IONICS INCORPORATED SOUTHERN IONICS INCORPORATED 401(K) PROFIT SHARING PLAN | WEST POINT MS | 346 | $78.1M | $2.6M |
| 7 | TIDEWATER INC. TIDEWATER INC. 401(K) PLAN | HOUSTON TX | 293 | $77.6M | $2.0M |
| 8 | PALLADIUM GROUP GLOBAL LLC PALLADIUM GROUP GLOBAL 401(K) PLAN | WASHINGTON DC | 364 | $61.2M | $770K |
| 9 | CARDLYTICS, INC. CARDLYTICS 401(K) PLAN | ATLANTA GA | 423 | $48.2M | $606K |
| 10 | EXTRAHOP NETWORKS, INC. EXTRAHOP NETWORKS, INC. 401(K) PLAN AND TRUST | SEATTLE WA | 554 | $65.7M | $569K |
