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 Index in their Schedule of Assets, totaling $2.4M 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 | REMINGTON HOTELS, LLC ASHFORD HOSPITALITY SERVICES 401(K) SAVINGS PLAN | DALLAS TX | 7,595 | $90.0M | $634K |
| 2 | MICHIGAN PUBLIC HEALTH INSTITUTE MICHIGAN PUBLIC HEALTH INSTITUTE 403(B) RETIREMENT SAVINGS PLAN | OKEMOS MI | 1,158 | $108.1M | $589K |
| 3 | LUMINAR TECHNOLOGIES INC. |
ORLANDO FL |
| 466 |
| $40.6M |
| $434K |
| 4 | ARS NATIONAL SERVICES INC. ARS NATIONAL SERVICES 401(K) SAVINGS PLAN | ESCONDIDO CA | 156 | $10.8M | $319K |
| 5 | ASHFORD, INC. ASHFORD HOSPITALITY ADVISORS 401(K) SAVINGS PLAN | DALLAS TX | 213 | $27.2M | $280K |
| 6 | LITMANGERSON ASSOCIATES, LLP SALARY REDUCTION PLAN LITMANGERSON ASSOCIATES, LLP SALARY REDUCTION PLAN | WOBURN MA | 146 | $20.3M | $119K |
| 7 | AMERICAN TANK & VESSEL, INC. AMERICAN TANK & VESSEL, INC. 401(K) RETIREMENT PLAN | MOBILE AL | 193 | $38.9M | $59K |
