Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Fid Small Cap Growth 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 | APPLE FEDERAL CREDIT UNION APPLE FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | FAIRFAX VA | 643 | $60.4M | $361K |
| 2 | AUSTIN FIRE SYSTEMS, LLC AUSTIN FIRE SYSTEMS, LLC 401(K) PLAN | PRAIRIEVILLE LA | 211 | $8.1M | $310K |
| 3 | SANDESTIN BEACH HOTEL, LTD SANDESTIN BEACH HOTEL, LTD 401(K) RETIREMENT SAVINGS PLAN |
MIRAMAR BEACH FL |
| 597 |
| $13.4M |
| $176K |
| 4 | MEDIEVAL TIMES ENTERTAINMENT, INC. MEDIEVAL TIMES 401(K) PLAN | IRVING TX | 1,677 | $11.2M | $117K |
| 5 | JEFFERSON UNIVERSITY PHYSICIANS JEFFERSON UNIVERSITY PHYSICIANS RETIREMENT PLAN | PHILADELPHIA PA | 3,407 | $520.9M | $89K |
| 6 | LUMACORP, INC. LUMACORP INC. 401(K) PLAN | DALLAS TX | 180 | $7.7M | $23K |
| 7 | THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION SECTION 403(B) DEFINED CONTRIBUTION PLAN FOR TAX-EXEMPT COLLEGES AND UNIVERSITIES IN VIRGINIA | RICHMOND VA | 6,105 | $1.3B | $4K |
