Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Fidelity Fidelity Small Cap Index N/R in their Schedule of Assets, totaling $68.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | YALE-NEW HAVEN HOSPITAL, INC. YALE-NEW HAVEN HOSPITAL AND TAX EXEMPT AFFILIATES TAX SHELTERED ANNUITY PLAN | NEW HAVEN CT | 22,243 | $2.3B | $26.5M |
| 2 | YALE-NEW HAVEN HOSPITAL, INC. YALE-NEW HAVEN HOSPITAL AND TAX-EXEMPT AFFLILIATES RETIREMENT SAVINGS PLAN | NEW HAVEN CT | 22,243 | $1.1B | $8.2M |
| 3 | MOFFATT & NICHOL |
LONG BEACH CA |
| 1,024 |
| $230.4M |
| $4.6M |
| 4 | WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION 403(B) PLAN | MORGANTOWN WV | 2,091 | $327.7M | $4.3M |
| 5 | WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN | MORGANTOWN WV | 32,450 | $1.8B | $4.2M |
| 6 | WVU HEALTH SYSTEM WEST VIRGINIA UNIVERSITY MEDICAL CORPORATION RETIREMENT PLAN | MORGANTOWN WV | 2,079 | $392.4M | $3.6M |
| 7 | BRIDGEPORT HOSPITAL BRIDGEPORT HOSPITAL TAX SHELTERED ANNUITY PLAN | BRIDGEPORT CT | 4,413 | $286.6M | $1.6M |
| 8 | CONFLUENCE TECHNOLOGIES, INC. CONFLUENCE 401(K) PLAN | PITTSBURGH PA | 249 | $71.7M | $1.5M |
| 9 | GREENWICH HOSPITAL GREENWICH HOSPITAL TAX DEFERRED ANNUITY RETIREMENT PLAN | GREENWICH CT | 2,279 | $242.3M | $1.5M |
| 10 | NOVOLEX HOLDINGS, LLC NOVOLEX HOLDINGS, LLC 401(K) PLAN | HARTSVILLE SC | 6,230 | $385.3M | $1.4M |
