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 Index a in their Schedule of Assets, totaling $7.3M 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 | TOM MCLEOD SOFTWARE CORP. TOM MCLEOD SOFTWARE CORP. 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 580 | $86.3M | $2.2M |
| 2 | FINANCE OF AMERICA EQUITY CAPITAL LLC FINANCE OF AMERICA COMPANIES 401(K) PLAN | PLANO TX | 743 | $152.2M | $1.9M |
| 3 | NTA, INC. NTA, INC. 401(K) PLAN |
HUNTSVILLE AL |
| 216 |
| $84.8M |
| $1.4M |
| 4 | BEYONDTRUST CORPORATION BEYONDTRUST CORPORATION 401K PLAN | RIDGELAND MS | 808 | $104.8M | $581K |
| 5 | DRAX BIOMASS INC. DRAX BIOMASS INC. 401(K) PLAN | MONROE LA | 494 | $26.1M | $560K |
| 6 | TEXAS MEDICAL LIABILITY TRUST TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN | AUSTIN TX | 176 | $59.7M | $521K |
| 7 | PROTRANS INTERNATIONAL, LLC PROTRANS INTERNATIONAL, LLC 401(K) PLAN | INDIANAPOLIS IN | 685 | $23.9M | $128K |
| 8 | OAKS SENIOR LIVING, LLC OAKS SENIOR LIVING 401(K) PLAN | ALPHARETTA GA | 1,427 | $4.9M | $4K |
