Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Fidelity Investments Fidelity Small Cap Growth Index in their Schedule of Assets, totaling $4.9M 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 | NATIONAL CABLE COMMUNICATIONS LLC (DBA AMPERSAND) AMPERSAND 401(K) PLAN | NEW YORK NY | 529 | $178.7M | $3.3M |
| 2 | JEFFERSON BANCSHARES, INC. JEFFERSON BANCSHARES, INC. 401(K) PLAN | SAN ANTONIO TX | 400 | $43.4M | $527K |
| 3 | NEWPORT GROUP, INC. MMHR 401(K) POOLED EMPLOYER PLAN |
FOLSOM CA |
| 1,506 |
| $37.0M |
| $446K |
| 4 | EGNYTE, INC. EGNYTE, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 572 | $39.5M | $441K |
| 5 | FIRST BAIRD BANCSHARES, INC. FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN | WILLOW PARK TX | 163 | $13.0M | $70K |
| 6 | H CODE MEDIA, INC. H CODE MEDIA 401(K) PLAN | SANTA MONICA CA | 160 | $15.8M | $51K |
| 7 | SUNLAND ASPHALT & CONSTRUCTION, LLC SUNLAND ASPHALT AND CONSTRUCTION EMPLOYEES 401(K) SAVINGS PLAN | PHOENIX AZ | 1,334 | $34.0M | $24K |
