Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Fid Sm Cap Discovery in their Schedule of Assets, totaling $1.5M 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 | SARGENT & LUNDY SARGENT & LUNDY SAVINGS INVESTMENT PLAN | CHICAGO IL | 3,311 | $1.2B | $1.2M |
| 2 | K2SHARE, LLC K2SHARE, LLC 401(K) PLAN | COLLEGE STATION TX | 130 | $14.4M | $135K |
| 3 | SHEE ATIKA INC. SHEE ATIKA, INC. 401K PLAN | SITKA |
| 347 |
| $14.7M |
| $118K |
| 4 | HOLLAND ROOFING, INC. HOLLAND ROOFING, INC. 401(K) PLAN | FLORENCE KY | 332 | $9.4M | $51K |
| 5 | LEGAL SERVICES OF NEW JERSEY, INC. LEGAL SERVICES OF NEW JERSEY INC ER 403B | EDISON NJ | 252 | $24.6M | $13K |
