Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments Fidelity® Small Cap Index Instl Prem in their Schedule of Assets, totaling $4.6M 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 | UNITED TALENT AGENCY LLC UNITED TALENT AGENCY LLC 401(K) PLAN | BEVERLY HILLS CA | 1,670 | $164.9M | $2.3M |
| 2 | FOUNDATION FOR EDUCATIONAL SERVICES, INC. FOUNDATION FOR EDUCATIONAL SERVICES, INC. 401(K) PLAN | LINCOLN NE | 177 | $92.0M | $1.4M |
| 3 | GLOBAL FEDERAL CREDIT UNION |
ANCHORAGE AK |
| 1,963 |
| $149.6M |
| $534K |
| 4 | ABRAMS, GARFINKEL, MARGOLIS, BERGSON, LLP AGMB, LLP 401(K) PROFIT SHARING PLAN | NEW YORK NY | 70 | $13.4M | $283K |
| 5 | NVN MANAGEMENT, LLC FORUS 401(K) | CHICAGO IL | 541 | $6.3M | $20K |
