Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 367 U.S. retirement plans report holding Fidelity** Fidelity Small Cap Index Fund in their Schedule of Assets, totaling $620.2M 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 | WASTE MANAGEMENT, INC. WASTE MANAGEMENT RETIREMENT SAVINGS PLAN | HOUSTON TX | 38,168 | $4.1B | $202.8M |
| 2 | AMERICAN FIDELITY CORPORATION AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN | OKLAHOMA CITY OK | 3,713 | $870.5M | $50.5M |
| 3 | TERADATA CORPORATION TERADATA SAVINGS PLAN |
SAN DIEGO CA |
| 1,709 |
| $1.1B |
| $23.0M |
| 4 | CEMEX, INC. CEMEX, INC. SAVINGS PLAN | HOUSTON TX | 9,268 | $942.3M | $22.3M |
| 5 | RECKITT BENCKISER LLC THE SAVINGS INVESTMENT PLAN FOR EMPLOYEES OF RECKITT BENCKISER LLC | PARSIPPANY NJ | 4,929 | $1.3B | $15.9M |
| 6 | HEALTH FIRST SHARED SERVICES, INC. HEALTH FIRST RETIREMENT SAVINGS PLAN | MELBOURNE FL | 9,278 | $903.0M | $14.6M |
| 7 | COTERRA ENERGY INC. COTERRA ENERGY INC. RETIREMENT SAVINGS PLAN | HOUSTON TX | 906 | $442.8M | $11.9M |
| 8 | BROWNSTEIN HYATT FARBER SCHRECK, LLP BROWNSTEIN HYATT FARBER SCHRECK RETIREMENT PLAN | DENVER CO | 568 | $247.8M | $8.3M |
| 9 | ACCE BENEFIT TRUST ACCE BENEFIT TRUST PROFIT SHARING PLAN | ALEXANDRIA VA | 3,470 | $464.8M | $8.3M |
| 10 | TK ELEVATOR CORPORATION TK ELEVATOR RETIREMENT SAVINGS PLAN | ATLANTA GA | 3,865 | $667.7M | $6.6M |
