Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding Fid Small Cap Index in their Schedule of Assets, totaling $6.0M 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 | CAREQUEST INSTITUTE FOR ORAL HEALTH, INC. THE CAREQUEST 401(K) RETIREMENT PLAN | BOSTON MA | 175 | $33.4M | $1.1M |
| 2 | VIRGINIA PANEL CORPORATION VIRGINIA PANEL CORPORATION PROFIT SHARING AND 401(K) PLAN | WAYNESBORO VA | 162 | $25.6M | $594K |
| 3 | STAYWELL HEALTH CARE, INC, D/B/A |
WATERBURY CT |
| 218 |
| $22.0M |
| $477K |
| 4 | BELLOTA AGRISOLUTIONS AND TOOLS VENANPRI GROUP 401(K) PLAN | ROCK ISLAND IL | 341 | $14.6M | $403K |
| 5 | ILLUMINATE OPERATIONS INC. ILLUMINATE OPERATIONS INC. 401(K) PLAN | HERNDON VA | 209 | $15.4M | $402K |
| 6 | LOTTE NEW YORK PALACE, LLC. LOTTE HOTEL HOLDINGS USA 401(K) RETIREMENT PLAN | NEW YORK NY | 180 | $12.3M | $315K |
| 7 | TOWNSEND INDUSTRIES, INC. TOWNSEND INDUSTRIES, INC. PROFIT SHARING PLAN | BAKERSFIELD CA | 191 | $6.6M | $299K |
| 8 | BIGFOOT BIOMEDICAL, INC. BIGFOOT BIOMEDICAL, INC. 401(K) PLAN | MILPITAS CA | 0 | $6.0M | $193K |
| 9 | KENDRICK PLASTICS, INC. KENDRICK PLASTICS, INC. 401K PLAN AND TRUST | GRAND RAPIDS MI | 327 | $6.5M | $188K |
| 10 | PHUNWARE INC PHUNWARE INC 401(K) PLAN | AUSTIN TX | 52 | $5.0M | $181K |
