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 n/a in their Schedule of Assets, totaling $1.2M 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 | ARTICULARIS HEALTHCARE GROUP, INC. ARTICULARIS HEALTHCARE RETIREMENT PLAN | SUMMERVILLE SC | 162 | $18.6M | $467K |
| 2 | KNOXVILLE HOSPITAL AND CLINICS KNOXVILLE HOSPITAL AND CLINICS TAX SHELTERED ANNUITY PLAN | KNOXVILLE IA | 329 | $17.3M | $274K |
| 3 | MCKINLEY COMPANIES, LLC |
ANN ARBOR MI |
| 506 |
| $23.5M |
| $198K |
| 4 | VNA HEALTH GROUP, INC. DEFINED CONTRIBUTION PENSION PLAN FOR THE VISITING NURSE ASSOCIATION HEALTH GROUP, INC. | HAZLET NJ | 1,530 | $69.0M | $106K |
| 5 | CDR MAGUIRE, INC. CDR COMPANIES 401(K) PLAN | MIAMI FL | 784 | $36.9M | $80K |
| 6 | GILBERT ORCHARDS, INC GILBERT ORCHARDS INC 401(K) PLAN | YAKIMA WA | 489 | $3.3M | $30K |
| 7 | STARWEST BOTANICALS, LLC STARWEST BOTANICALS, LLC 401(K) PLAN | SACRAMENTO CA | 170 | $1.1M | $16K |
| 8 | ATS OPERATING, LLC AMERICA'S THRIFT STORE 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 1,276 | $3.8M | $14K |
