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 Fund in their Schedule of Assets, totaling $561K 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 | REVALIZE SOFTWARE, INC. REVALIZE, INC. 401(K) PLAN | JACKSONVILLE FL | 216 | $25.9M | $294K |
| 2 | REVALIZE SOFTWARE, INC. REVALIZE, INC. 401(K) PLAN | JACKSONVILLE FL | 244 | $20.5M | $218K |
| 3 | ROSENBERGER USA CORP ROSENBERGER USA CORP 401(K) PLAN |
| 201 |
| $13.7M |
| $49K |
