Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 63 U.S. retirement plans report holding Fidelity Investments** FID Sm Cap Idx in their Schedule of Assets, totaling $95.2M 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 | SAMSUNG ELECTRONICS AMERICA, INC. SAMSUNG 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 13,861 | $3.1B | $50.5M |
| 2 | EXACT SCIENCES CORPORATION EXACT SCIENCES CORPORATION 401(K) PLAN | MADISON WI | 6,706 | $748.8M | $11.4M |
| 3 | FOUNDATION RISK PARTNERS CORP FOUNDATION RISK PARTNERS 401(K) PLAN |
ORMOND BEACH FL |
| 2,455 |
| $186.6M |
| $3.1M |
| 4 | IN-Q-TEL, INC. IN-Q-TEL 401(K) SAFE HARBOR PLAN | ARLINGTON VA | 184 | $76.9M | $2.4M |
| 5 | BLST OPERATING COMPANY, LLC BLUESTEM 401(K) RETIREMENT SAVINGS PLAN | EDEN PRAIRIE MN | 1,063 | $204.3M | $2.4M |
| 6 | TEAM BELVEDERE LLC TEAM BELVEDERE LLC 401(K) PLAN | CHICAGO IL | 275 | $62.2M | $2.3M |
| 7 | ST ENGINEERING IDIRECT, INC. ST ENGINEERING IDIRECT 401(K) PLAN | HERNDON VA | 473 | $161.6M | $2.2M |
| 8 | MISSION PHARMACAL COMPANY MISSION PHARMACAL COMPANY RETIREMENT SAVINGS PLAN | SAN ANTONIO TX | 274 | $47.4M | $2.1M |
| 9 | OZINGA BROS., INC. OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST | MOKENA IL | 650 | $142.7M | $1.7M |
| 10 | GRAND CIRCLE LLC GRAND CIRCLE LLC 401(K) PLAN | BOSTON MA | 541 | $74.1M | $1.6M |
