Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Fidelity Fidelity Small Cap Index - in their Schedule of Assets, totaling $13.9M 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 | WATLOW ELECTRIC MANUFACTURING COMPANY WATLOW GROUP 401(K) PLAN | ST. LOUIS MO | 1,431 | $298.2M | $6.0M |
| 2 | ALLSOUTH FEDERAL CREDIT UNION ALLSOUTH FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | COLUMBIA SC | 249 | $101.2M | $2.3M |
| 3 | TRIHYDRO CORPORATION TRIHYDRO CORPORATION 401(K) PLAN |
LARAMIE WY |
| 599 |
| $102.8M |
| $1.4M |
| 4 | CHATTANOOGA ORTHOPAEDIC GROUP P.C. CHATTANOOGA ORTHOPAEDIC GROUP, P.C. 401(K) PROFIT SHARING PLAN | CHATTANOOGA TN | 419 | $51.8M | $1.1M |
| 5 | CHARLOTTE LATIN SCHOOLS, INC. CHARLOTTE LATIN SCHOOLS, INC. RETIREMENT INCOME PLAN | CHARLOTTE NC | 399 | $59.6M | $502K |
| 6 | CAIRE, INC. CAIRE, INC. 401(K) PLAN | BALL GROUND GA | 432 | $41.1M | $467K |
| 7 | SEASPINE HOLDINGS CORPORATION SEASPINE HOLDINGS CORPORATION 401(K) TRUST | CARLSBAD CA | 500 | $42.9M | $339K |
| 8 | HESSE INDUSTRIAL SALES, INC. HESSE INDUSTRIAL SALES, INC. PROFIT SHARING 401(K) PLAN | ORCHARD PARK NY | 116 | $10.3M | $319K |
| 9 | SEMA CONSTRUCTION, INC. SEMA CONSTRUCTION, INC. 401(K) RETIREMENT SAVINGS PLAN | CENTENNIAL CO | 794 | $35.8M | $265K |
| 10 | TRUSTEES FLINT DEFINED CONTRIB FUND FLINT PLUMBING DEFINED CONTRIBUTION FUND | LANSING MI | 568 | $23.0M | $210K |
