Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Fidelity Investments Fidelity Small Cap Growth Index Fund - in their Schedule of Assets, totaling $27.0M 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 | HERE NORTH AMERICA, LLC HERE NORTH AMERICA, LLC RETIREMENT SAVINGS AND INVESTMENT PLAN | CHICAGO IL | 780 | $466.2M | $22.3M |
| 2 | CLYDE & CO US LLP CLYDE & CO US LLP 401(K) PLAN | NEW YORK NY | 703 | $136.3M | $2.6M |
| 3 | ALUDYNE INC ALUDYNE INC. 401(K) PLAN |
SOUTHFIELD MI |
| 2,108 |
| $99.4M |
| $703K |
| 4 | COAST ALUMINUM, INC. COAST ALUMINUM RETIREMENT PLAN | SANTA FE SPRINGS CA | 594 | $19.4M | $513K |
| 5 | ALKU, LLC ALKU 401(K) PLAN | ANDOVER MA | 1,788 | $65.3M | $471K |
| 6 | EATING RECOVERY CENTER LLC EATING RECOVERY CENTER 401(K) PLAN | DENVER CO | 2,010 | $85.8M | $231K |
| 7 | CENTURY INTERACTIVE COMPANY, LC CENTURY INTERACTIVE COMPANY, LC 401(K) PLAN | DALLAS TX | 162 | $7.9M | $77K |
| 8 | SEEQ CORPORATION SEEQ 401(K) PLAN | SEATTLE WA | 184 | $20.9M | $62K |
| 9 | SURF OPCO LLC SURF OPCO 401(K) PLAN | HOUSTON TX | 204 | $8.7M | $22K |
| 10 | K2 MEDICAL HOLDING COMPANY LLC K2 MEDICAL RESEARCH LLC 401(K) PLAN | MAITLAND FL | 240 | $3.5M | $11K |
