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 Cp Ind Fd in their Schedule of Assets, totaling $547K 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 | WALSH BROTHERS, INC. WALSH BROTHERS 401(K)/ PROFIT SHARING PLAN | BOSTON MA | 214 | $36.8M | $368K |
| 2 | NS412, LLC NS412, LLC 401(K) PLAN | DALLAS TX | 106 | $11.3M | $174K |
| 3 | MIKHAIL EDUCATION CORPORATION MIKHAIL EDUCATION CORPORATION 401(K) PROFIT SHARING PLAN & TRUST |
LAS VEGAS NV |
| 306 |
| $3.2M |
| $6K |
