Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Boston Tr Smid Cap in their Schedule of Assets, totaling $400K 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 | KURTZMAN CARSON CONSULTANTS LLC KCC RETIREMENT PLAN | EL SEGUNDO CA | 297 | $31.7M | $400K |
