Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 563 U.S. retirement plans report holding Fid Small Cap Index in their Schedule of Assets, totaling $217.9M 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 | NV5, INC. NV5, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 3,441 | $464.3M | $10.3M |
| 2 | VENTURE GLOBAL LNG, INC VENTURE GLOBAL LNG 401(K) PLAN | ARLINGTON VA | 1,385 | $109.7M | $5.3M |
| 3 | ATS CORPORATION ATS CORPORATION 401K RETIREMENT |
| 1,471 |
| $175.4M |
| $4.7M |
| 4 | VEEAM SOFTWARE CORPORATION VEEAM SOFTWARE CORPORATION 401(K) PLAN | COLUMBUS OH | 1,530 | $191.4M | $4.5M |
| 5 | QUEST GLOBAL SERVICES N.A., INC. QUEST GLOBAL 401(K) PLAN | WINDSOR CT | 2,023 | $90.3M | $4.4M |
| 6 | PELOTON INTERACTIVE, INC. PELOTON INTERACTIVE, INC. RETIREMENT PLAN | NEW YORK NY | 1,796 | $231.0M | $3.7M |
| 7 | SIDEL, INC. SIDEL, INC. RETIREMENT AND SAVINGS PLAN | NORCROSS GA | 274 | $62.1M | $3.5M |
| 8 | NEW AMERICAN FUNDING, LLC NEW AMERICAN FUNDING, LLC 401(K) PLAN | TUSTIN CA | 4,347 | $148.5M | $3.4M |
| 9 | AMSPEC, LLC AMSPEC, LLC RETIREMENT SAVINGS PLAN | CRANBURY NJ | 1,960 | $104.1M | $3.3M |
| 10 | SHEEHY AUTO STORES, INC. THE SHEEHY ORGANIZATION 401(K) SAVINGS PLAN | FAIRFAX VA | 1,711 | $130.6M | $3.3M |
