Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Fidelity Sm Cap Index in their Schedule of Assets, totaling $3.2M 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 | STRADA EDUCATION FOUNDATION, INC. STRADA EDUCATION FOUNDATION, INC. SAVINGS INVESTMENT PLAN | INDIANAPOLIS IN | 1,169 | $87.8M | $2.4M |
| 2 | BRIGHTSTAR CREDIT UNION BRIGHTSTAR CREDIT UNION 401(K) PLAN | SUNRISE FL | 165 | $12.3M | $452K |
| 3 | RICHARDSON SPORTS INC. |
SPRINGFIELD OR |
| 268 |
| $8.9M |
| $114K |
| 4 | CAVENDER STORES, L.P. CAVENDER'S BOOT CITY 401(K) RETIREMENT PLAN | TYLER TX | 1,488 | $48.5M | $75K |
| 5 | ICON INTERNATIONAL, INC. ICON INTERNATIONAL, INC. 401(K) PLAN | STAMFORD CT | 409 | $60.6M | $42K |
| 6 | SCHOOL READINESS COALITION OF HILLSBOROUGH COUNTY THE EARLY LEARNING COALITION OF HILLSBOROUGH COUNTY 401K PLAN | TAMPA FL | 141 | $7.4M | $41K |
| 7 | COHEN-ESREY LLC COHEN-ESREY LLC 401K PLAN | MERRIAM KS | 244 | $4.9M | $40K |
| 8 | WESTMORELAND COMMUNITY ACTION WESTMORELAND COMMUNITY ACTION 403(B) | GREENSBURG PA | 215 | $7.8M | $21K |
