Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Fidelity Small Cap Idx in their Schedule of Assets, totaling $60K 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 | THE WINSFORD COMPANY, LLC THE WINSFORD COMPANY, LLC 401(K) PLAN | ONTARIO CA | 199 | $8.8M | $25K |
| 2 | QUATRRO FPO SOLUTIONS, LLC QUATRRO FPO SOLUTIONS LLC 401(K) PLAN | MARIETTA GA | 200 | $12.6M | $18K |
| 3 | HARDWOODS SPECIALTY PRODUCTS US LP A DELAWARE LIMITED PARTNERSHIP |
| — |
| 564 |
| $35.8M |
| $12K |
| 4 | ROCO MANAGEMENT, LLC ROCO MANAGEMENT, LLC 401(K) PLAN | BLOOMFIELD MI | 125 | $2.7M | $5K |