Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Fidelity Sm Cp Index Fund in their Schedule of Assets, totaling $7.1M 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 | LIFE CARE COMPANIES LLC LIFE CARE COMPANIES LLC RETIREMENT AND 401(K) SAVINGS PLAN | DES MOINES IA | 13,406 | $295.4M | $6.3M |
| 2 | BIO-SERV CORPORATION BIO-SERV CORPORATION EMPLOYEES RETIREMENT SAVINGS PLAN | MADISON HEIGHTS MI | 270 | $35.5M | $871K |
