Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding Fidelity Fidelity Sm Cap Index Fund in their Schedule of Assets, totaling $31.4M 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 | MODERN TECHNOLOGY SOLUTIONS INC MODERN TECHNOLOGY SOLUTIONS, INC. 401(K) PLAN | ALEXANDRIA VA | 2,134 | $402.2M | $9.2M |
| 2 | ST. MARY'S MEDICAL CENTER, INC. ST. MARY'S MEDICAL CENTER 403(B) PLAN | HUNTINGTON WV | 3,704 | $159.5M | $5.1M |
| 3 | SAN DIEGO ZOO WILDLIFE ALLIANCE |
SAN DIEGO CA |
| 3,042 |
| $185.5M |
| $4.0M |
| 4 | SOUTHWEST BUSINESS CORPORATION SWBC 401(K) PLAN | SAN ANTONIO TX | 2,025 | $275.0M | $2.6M |
| 5 | INTERNATIONAL REPUBLICAN INSTITUTE INTERNATIONAL REPUBLICAN INSTITUTE RETIREMENT SAVINGS PLAN | WASHINGTON DC | 388 | $56.4M | $1.7M |
| 6 | SPORTSMEDIA TECHNOLOGY CORPORATION SMT 401(K) PLAN | DURHAM NC | 453 | $40.9M | $1.6M |
| 7 | EPSILON SYSTEMS SOLUTIONS, INC. EPSILON SYSTEMS SOLUTIONS, INC. 401(K) PLAN | SAN DIEGO CA | 995 | $44.3M | $996K |
| 8 | AMERICAN HEALTH CARE RANDOLPH HEALTH 401(K) PLAN | LOS ANGELES CA | 1,139 | $41.2M | $894K |
| 9 | ADVANCED TECHNOLOGY SYSTEMS GROUP, LLC ADVANCED TECHNOLOGY SYSTEMS GROUP 401(K) PLAN | TROY MI | 489 | $34.5M | $755K |
| 10 | WILSON LANGUAGE TRAINING CORPORATION WILSON LANGUAGE TRAINING CORPORATION 401(K) RETIREMENT PLAN | OXFORD MA | 392 | $58.2M | $750K |
