Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Sm Cap Discovery in their Schedule of Assets, totaling $13.1M 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 | YESHIVA UNIVERSITY YESHIVA UNIVERSITY RETIREMENT INCOME PLAN (BASIC PLAN) | NEW YORK NY | 2,155 | $734.3M | $12.6M |
| 2 | YESHIVA UNIVERSITY HIGH SCHOOLS YESHIVA UNIVERSITY HIGH SCHOOLS RETIREMENT INCOME PLAN | NEW YORK NY | 100 | $25.6M | $494K |
| 3 | RUTLAND COUNTY COMMUNITY SERVICES, INC. |
RUTLAND VT |
| 342 |
| $12.9M |
| $30K |
