Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments Fidelity Small Cap Index (1) in their Schedule of Assets, totaling $1.1M 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 | MIDREX TECHNOLOGIES, INC. MIDREX 401(K) PLAN | CHARLOTTE NC | 212 | $59.9M | $1.1M |
| 2 | MAINLINE AVIATION LLC MAINLINE AVIATION 401(K) PLAN | MARIETTA GA | 1,318 | $3.1M | $34K |
| 3 | YOUTH CARE, INC. YOUTH CARE, INC. 401(K) PLAN | SEATTLE |
| 136 |
| $4.1M |
| $11K |