Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 123 U.S. retirement plans report holding Fidelity** FID SM CAP IDX in their Schedule of Assets, totaling $173.5M 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 | THE MITRE CORPORATION THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN | MCLEAN VA | 12,114 | $5.1B | $53.1M |
| 2 | THE MITRE CORPORATION THE MITRE CORPORATION QUALIFIED RETIREMENT PLAN | MCLEAN VA | 11,989 | $2.8B | $24.0M |
| 3 | JOHN MUIR HEALTH JOHN MUIR HEALTH 403B PLAN |
WALNUT CREEK CA |
| 5,052 |
| $1.4B |
| $23.6M |
| 4 | FIRSTHEALTH OF THE CAROLINAS, INC. FIRSTHEALTH OF THE CAROLINAS, INC. MATCHING SAVINGS PLAN | PINEHURST NC | 6,474 | $450.8M | $6.3M |
| 5 | 1-800-FLOWERS TEAM SERVICES, INC. 1-800-FLOWERS TEAM SERVICES, INC. PROTOTYPE 401(K) PROFIT-SHARING PLAN | JERICHO NY | 3,845 | $218.4M | $5.9M |
| 6 | ALTAMED HEALTH SERVICES CORPORATION ALTAMED HEALTH SERVICES CORPORATION 403(B) PLAN | LOS ANGELES CA | 5,614 | $266.5M | $4.9M |
| 7 | ROUX ASSOCIATES, INC. ROUX ASSOCIATES, INC. PROFIT SHARING/401K PLAN | ISLANDIA NY | 440 | $109.6M | $4.2M |
| 8 | REDSAIL TECHNOLOGIES, LLC REDSAIL TECHNOLOGIES, LLC RETIREMENT SAVINGS PLAN | SPARTANBURG SC | 821 | $136.7M | $3.2M |
| 9 | LASERFICHE/COMPULINK MANAGEMENT CENTER, INC. LASERFICHE 401(K) PLAN | LONG BEACH CA | 241 | $94.0M | $3.0M |
| 10 | CYGNUS HOME SERVICE, LLC CYGNUS HOME SERVICE RETIREMENT SAVINGS PLAN | MARSHALL MN | 152 | $82.6M | $2.8M |
