Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 64 U.S. retirement plans report holding Fidelity Investments Fidelity Sm Cap Index Fund - in their Schedule of Assets, totaling $35.1M 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 | DAI ESOP, INC. DAI 401(K) RETIREMENT PLAN | BETHESDA MD | 811 | $218.1M | $6.3M |
| 2 | DENTONS DURHAM JONES PINEGAR P.C. DENTONS DURHAM JONES PINEGAR P.C. 401(K) RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 158 | $61.1M | $2.6M |
| 3 | PPC RETIREMENT PLAN PPC RETIREMENT PLAN |
ALBANY GA |
| 1,351 |
| $98.7M |
| $2.6M |
| 4 | INVESTCLOUD, INC. INVESTCLOUD, INC 401(K) PLAN | WEST HOLLYWOOD CA | 586 | $152.4M | $2.0M |
| 5 | NILES BOLTON ASSOCIATES, INC. NILES BOLTON ASSOCIATES, INC. INCENTIVE SAVINGS PLAN | ATLANTA GA | 126 | $41.7M | $2.0M |
| 6 | CORDIS US CORP. CORDIS US CORP. RETIREMENT SAVINGS PLAN | MIAMI LAKES FL | 998 | $85.2M | $1.8M |
| 7 | PLAINS COMMERCE BANK PLAINS COMMERCE BANK RETIREMENT PLAN | SIOUX FALLS SD | 447 | $37.8M | $1.4M |
| 8 | REGIONAL CANCER CARE ASSOCIATES LLC REGIONAL CANCER CARE ASSOCIATES LLC 401(K) PROFIT SHARING PLAN | TEANECK NJ | 521 | $125.7M | $1.2M |
| 9 | BAYFIRST NATIONAL BANK BAYFIRST NATIONAL BANK 401(K) PLAN | ST. PETERSBURG FL | 285 | $19.7M | $1.1M |
| 10 | QUOIZEL, LLC QUOIZEL, LLC RETIREMENT SAVINGS PLAN | GOOSE CREEK SC | 104 | $19.3M | $1.1M |
