Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Investments Fidelity Small Cap Index Fund Institutional Premium Class in their Schedule of Assets, totaling $67K 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 | SOLHEIM LUTHERAN HOME SOLHEIM LUTHERAN HOME 403(B) RETIREMENT PLAN | LOS ANGELES CA | 161 | $7.5M | $67K |
