Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fid Small Cap Index Mutual Fund in their Schedule of Assets, totaling $5.8M 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 | KAMIN LLC KAMIN LLC EMPLOYEE SAVINGS PLAN | MACON GA | 719 | $85.8M | $1.3M |
| 2 | NATIONAL JEWISH HEALTH 403 (B) RETIREMENT PLAN | DENVER CO | 2,379 | $355.9M | $1.3M |
| 3 | SUNNOVA ENERGY CORPORATION SUNNOVA ENERGY CORPORATION 401(K) PLAN & TRUST |
HOUSTON TX |
| 1,665 |
| $53.7M |
| $933K |
| 4 | LIFECORE BIOMEDICAL INC. LIFECORE BIOMEDICAL 401K PLAN | CHASKA MN | 443 | $81.7M | $887K |
| 5 | CONN-SELMER, INC. CONN-SELMER 401(K) & PROFIT SHARING PLAN | ELKHART IN | 590 | $43.3M | $684K |
| 6 | INTEGRIS, LLC INTEGRIS, LLC 401(K) PLAN | CRANBURY NJ | 575 | $30.4M | $320K |
| 7 | TEXAS MEDICAL CAREERS LIMITED DB THE COLLEGE OF HEALTHCARE PROFESSIONS 401(K) PLAN | HOUSTON TX | 847 | $10.6M | $175K |
| 8 | NXTSOFT, LLC NXTSOFT, LLC 401(K) PLAN | BIRMINGHAM AL | 79 | $5.3M | $130K |
| 9 | PROLOG, INC. PROLOG, INC. 401(K) PLAN | VIRGINIA BEACH VA | 183 | $5.4M | $70K |
| 10 | SCHAFER CONDON CARTER, INC. SCC 401(K) PLAN | CHICAGO IL | 59 | $12.8M | $44K |
