Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments FID SM CAP IDX N/R in their Schedule of Assets, totaling $5.1M 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 | CUMMING MANAGEMENT GROUP, INC. CUMMING MANAGEMENT GROUP, INC. 401(K) PLAN-II | MURRIETA CA | 1,787 | $159.6M | $2.0M |
| 2 | NORTHLAND ALUMINUM PRODUCTS, INC. NORTHLAND ALUMINUM PRODUCTS, INC. RETIREMENT AND SAVINGS PLAN AND TRUST | SAINT LOUIS PARK MN | 218 | $26.3M | $1.8M |
| 3 | SPRINGER NATURE |
NEW YORK NY |
| 804 |
| $225.4M |
| $1.2M |
| 4 | CORETEK, LLC CORETEK, LLC 401(K) PLAN | FARMINGTON HILLS MI | 154 | $11.3M | $40K |
