Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Fidelity Sm Cap Index Fund N/A in their Schedule of Assets, totaling $6.0M 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 | AMERICAN COMMERCIAL BARGE LINE LLC AMERICAN COMMERCIAL BARGE LINE LLC 401(K) PLAN | JEFFERSONVILLE IN | 2,119 | $206.6M | $3.9M |
| 2 | BOMAN & KEMP MFG INC BOMAN & KEMP MANUFACTURING, INC. 401(K) RETIREMENT SAVINGS PLAN | OGDEN UT | 148 | $43.0M | $1.8M |
| 3 | WALTERS GARDENS, INC. |
ZEELAND MI |
| 196 |
| $20.7M |
| $168K |
| 4 | BUSKE LINES, INC BUSKE LINES, INC. EMPLOYEE RETIREMENT PLAN | EDWARDSVILLE IL | 376 | $5.6M | $37K |
