Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Fidelity Small Cap Discovery - in their Schedule of Assets, totaling $3.9M 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 | NCH HEALTHCARE SYSTEM, INC. NCH HEALTHCARE SYSTEM, INC. 401(K) PLAN | NAPLES FL | 4,445 | $432.6M | $1.2M |
| 2 | THE NAVIGATORS THE NAVIGATORS BASIC RETIREMENT PLAN | COLORADO SPRINGS CO | 1,525 | $149.7M | $1.0M |
| 3 | SECURE HORIZONS RETIREMENT PLAN LLC SECURE HORIZONS 401(K) PLAN |
LAKE MARY FL |
| 2,753 |
| $139.0M |
| $679K |
| 4 | VECTOR NORTH AMERICA, INC. VECTOR NORTH AMERICA, INC. 401(K) PLAN | NOVI MI | 156 | $60.6M | $413K |
| 5 | STERLING-RICE GROUP, INC. STERLING-RICE GROUP, INC. 401(K) PROFIT SHARING PLAN | BOULDER CO | 76 | $20.4M | $411K |
| 6 | RLI SERVICES, LLC RLI SERVICES LLC 401(K) PLAN | CHICAGO IL | 689 | $40.3M | $203K |
| 7 | TOTAL HEALTH CARE INC. TOTAL HEALTH CARE INC. 403(B) PLAN | BALTIMORE MD | 216 | $11.0M | $11K |
| 8 | HENRY AVOCADO CORPORATION HENRY AVOCADO CORPORATION | ESCONDIDO CA | 108 | $22.5M | $8K |
