Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fid Small Cap Index Mutual Funds in their Schedule of Assets, totaling $5.6M 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 | OPKO HEALTH, INC. OPKO HEALTH, INC. 401(K) PLAN | MIAMI FL | 2,272 | $225.1M | $5.6M |
| 2 | SG HOMECARE INC SG HOMECARE INC 401K PLAN | TUSTIN CA | 229 | $272K | $10K |
