Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fid Smcap Indx in their Schedule of Assets, totaling $1.1M 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 | PLANESENSE, INC. PLANESENSE, INC. 401(K) PLAN | PORTSMOUTH NH | 566 | $36.2M | $1.1M |
| 2 | RUBBERLITE, INC. RUBBERLITE, INC. 401(K)PROFIT SHARING RETIREMENT PLAN | HUNTINGTON WV | 152 | $25.3M | $22K |
| 3 | RIDGLEA COUNTRY CLUB RIDGLEA COUNTRY CLUB RETIREMENT PLAN |
FORT WORTH TX |
| 157 |
| $3.4M |
| $9K |
| 4 | SUN MOUNTAIN LUMBER COMPANY SUN MOUNTAIN LUMBER COMPANY 401(K) PLAN AND TRUST | DEER LODGE MT | 193 | $7.1M | $9K |