Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 443 U.S. retirement plans report holding Fidelity** Fidelity Small Cap Index in their Schedule of Assets, totaling $330.9M 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 | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION WABTEC SAVINGS PLAN | PITTSBURGH PA | 11,741 | $1.6B | $18.5M |
| 2 | PERFICIENT, INC. THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN | ST. LOUIS MO | 2,450 | $391.4M | $10.4M |
| 3 | VODAFONE US INC VODAFONE US RETIREMENT PLAN |
DENVER CO |
| 148 |
| $195.5M |
| $9.6M |
| 4 | NATIONAL FUTURES ASSOCIATION NATIONAL FUTURES ASSOCIATION EMPLOYEE RETIREMENT SAVINGS PLAN | CHICAGO IL | 502 | $300.9M | $7.9M |
| 5 | CLARK, SCHAEFER, HACKETT & CO. CLARK, SCHAEFER, HACKETT & CO. PROFIT SHARING RETIREMENT PLAN (WITH 401(K) PROVISIONS) | DAYTON OH | 540 | $136.4M | $6.3M |
| 6 | SECURE HORIZONS RETIREMENT PLAN LLC SECURE HORIZONS 401(K) PLAN | LAKE MARY FL | 2,753 | $139.0M | $6.1M |
| 7 | WATLOW ELECTRIC MANUFACTURING COMPANY WATLOW GROUP 401(K) PLAN | ST. LOUIS MO | 1,431 | $298.2M | $6.0M |
| 8 | ASAHI KASEI AMERICA, INC. ASAHI KASEI 401(K) RETIREMENT PLAN | NOVI MI | 1,324 | $293.6M | $6.0M |
| 9 | CHIESA SHAHINIAN & GIANTOMASI PC CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II) | ROSELAND NJ | 236 | $137.1M | $5.6M |
| 10 | UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. UPPER CHESAPEAKE HEALTH 403(B) SAVINGS PLAN | BEL AIR MD | 2,770 | $296.2M | $5.4M |
