Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding FIDELITY FIDELITY SM CAP INDEX MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $6.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY EMPLOYEES PENSION PLAN | BELLEFONTAINE OH | 581 | $79.2M | $1.7M |
| 2 | MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY TAX DEFERRED ANNUITY PLAN | BELLEFONTAINE OH | 731 | $37.6M | $1.2M |
| 3 |
NIWOT CO |
| 85 |
| $10.3M |
| $548K |
| 4 | NOVA FINANCIAL & INVESTMENT CORPORATION NOVA FINANCIAL & INVESTMENT CORP. EMPLOYEES 401K PROFIT SHARING PLAN | TUCSON AZ | 335 | $38.9M | $481K |
| 5 | ABILITYFIRST ABILITYFIRST DEFINED CONTRIBUTION PLAN | PASADENA CA | 395 | $17.5M | $480K |
| 6 | NATIONAL VAN LINES INC. NATIONAL VAN LINES INC. 401K PLAN | BROADVIEW IL | 169 | $16.1M | $433K |
| 7 | DAYTON-GRANGER INC. DAYTON-GRANGER INC. 401K PLAN | FT. LAUDERDALE FL | 145 | $11.2M | $350K |
| 8 | GREAT PLAINS HEALTH ALLIANCE GREAT PLAINS HEALTH ALLIANCE EMPLOYEES PENSION PLAN | PHILLIPSBURG KS | 867 | $65.9M | $264K |
| 9 | FIRETREE LTD. FIRETREE LTD. 401K PLAN | WILLIAMSPORT PA | 203 | $6.5M | $211K |
| 10 | CLARITY CHILD GUIDANCE CENTER CLARITY CHILD GUIDANCE CENTER 403B PLAN | SAN ANTONIO TX | 317 | $10.4M | $187K |
