Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Fidelity Investments* Fidelity Small Cap Discovery Fund in their Schedule of Assets, totaling $1.6M 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 | HERMES ABRASIVES, LTD. HERMES ABRASIVES, LTD. RETIREMENT SAVINGS PLAN | VIRGINIA BEACH VA | 103 | $12.7M | $557K |
| 2 | THE NEW YORK-PRESBYTERIAN HOSPITAL THE RETIREMENT SAVINGS PLAN | NEW YORK NY | 50,152 | $4.8B | $528K |
| 3 | MARKEN LLP THE MARKEN 401K PLAN |
DURHAM NC |
| 658 |
| $23.3M |
| $144K |
| 4 | HAMILTON PARTNERS, INC. HAMILTON PARTNERS, INC. 401(K) PROFIT SHARING PLAN | ITASCA IL | 124 | $56.5M | $107K |
| 5 | JDC HEALTHCARE, PLLC DBA JEFFERSON DENTAL CLINICS JEFFERSON DENTAL CLINICS 401(K) PROFIT SHARING PLAN | DALLAS TX | 1,339 | $8.4M | $98K |
| 6 | DIVERSIFIED LABELING SOLUTIONS, INC. DIVERSIFIED LABELING SOLUTIONS, INC. 401(K) PLAN | ITASCA IL | 242 | $11.7M | $70K |
| 7 | STONERIDGE RETIREMENT LIVING COMMUNITIES STONERIDGE RETIREMENT LIVING COMMUNITIES 401K PLAN | MYERSTOWN PA | 320 | $13.0M | $63K |
| 8 | PRIORITY PRIVATE OPCO LLC D/B/A SOLLIS HEALTH OPCO SOLLIS HEALTH RETIREMENT PLAN | NEW YORK NY | 234 | $9.1M | $44K |
