Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Fidelity Small Cap in their Schedule of Assets, totaling $2.1M 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 | BAIRD HOLM LLP BAIRD HOLM LLP PROFIT SHARING PLAN | OMAHA NE | 168 | $109.5M | $1.5M |
| 2 | BELCO COMMUNITY CREDIT UNION BELCO COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | HARRISBURG PA | 192 | $39.7M | $332K |
| 3 | CORIUM, LLC CORIUM, LLC 401(K) PLAN |
CAMBRIDGE MA |
| 109 |
| $31.0M |
| $217K |
| 4 | TAKTL, LLC TAKTL, LLC 401(K) PLAN | TURTLE CREEK PA | 93 | $3.1M | $53K |
| 5 | CARMINES BAKERY LLC THE FATHERS TABLE LLC 401K PLAN | SANFORD FL | 605 | $9.6M | $52K |
