Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 426 U.S. retirement plans report holding Fidelity investments Fidelity small cap index fund # in their Schedule of Assets, totaling $524.4M 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 | DEMATIC CORP. DEMATIC CORP. 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 3,976 | $843.7M | $33.3M |
| 2 | RADIOLOGY PARTNERS, INC. RADIOLOGY PARTNERS, INC. PARTNER PLAN | AUSTIN TX | 1,428 | $1.0B | $23.7M |
| 3 | RUSH COPLEY MEDICAL CENTER RUSH COPLEY MEDICAL CENTER EMPLOYEES' SAVINGS PLAN |
AURORA IL |
| 2,744 |
| $312.8M |
| $22.3M |
| 4 | RICHEMONT NORTH AMERICA, INC. RICHEMONT NORTH AMERICA, INC. RETIREMENT PLAN | SHELTON CT | 3,701 | $456.5M | $20.5M |
| 5 | ERIE INDEMNITY COMPANY ERIE INSURANCE GROUP EMPLOYEE SAVINGS PLAN | ERIE PA | 6,803 | $1.4B | $17.9M |
| 6 | PRINCIPAL LIFE INSURANCE COMPANY THRIVEWISE POOLED EMPLOYER PLAN | DES MOINES IA | 8,218 | $996.9M | $16.3M |
| 7 | VERTEX, INC. VERTEX, INC. 401(K) PLAN | KING OF PRUSSIA PA | 1,458 | $445.2M | $16.0M |
| 8 | APACHE CORPORATION APACHE CORPORATION 401(K) SAVINGS PLAN | HOUSTON TX | 1,563 | $715.3M | $11.8M |
| 9 | MITCHELL INTERNATIONAL INC MITCHELL INTERNATIONAL, INC. 401K SAVINGS PLAN | SAN DIEGO CA | 5,250 | $658.2M | $11.2M |
| 10 | NV5, INC. NV5, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 3,441 | $464.3M | $10.3M |
