Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity FID SM CAP GR IDX in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUN COMMUNITIES, INC. SUN COMMUNITIES, INC. 401(K) PLAN | SOUTHFIELD MI | 2,777 | $83.5M | $1.4M |
| 2 | ASSOCIATED ENERGY GROUP, LLC DBA AEG FUELS AEG FUELS 401(K) PLAN | MIAMI FL | 330 | $12.2M | $139K |
| 3 | XPEL, INC. XPEL, INC. RETIREMENT TRUST |
SAN ANTONIO TX |
| 699 |
| $14.6M |
| $118K |
| 4 | RURAL ALASKA COMMUNITY ACTION PROGRAM, INC. RURAL ALASKA COMMUNITY ACTION PROGRAM, INC. RETIREMENT PLAN | ANCHORAGE AK | 363 | $16.3M | $45K |
| 5 | UNGER ENTERPRISES, LLC UNGER 401K & PROFIT SHARING PLAN | BRIDGEPORT CT | 135 | $12.9M | $25K |
