Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Fidelity Investments Fidelity Small Cap Index N/R in their Schedule of Assets, totaling $42.9M 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 | GLOBAL MEDICAL RESPONSE, INC. GLOBAL MEDICAL RESPONSE, INC. 401(K) PLAN | GREENWOOD VILLAGE CO | 30,492 | $1.7B | $18.9M |
| 2 | ANESTHESIA CONSULTING & MANAGEMENT, LP NORTHSTAR ANESTHESIA 401K PLAN | IRVING TX | 3,088 | $526.7M | $12.2M |
| 3 | MENZIE'S AVIATION (USA), INC. |
GRAPEVINE TX |
| 10,235 |
| $81.8M |
| $3.1M |
| 4 | OMNITRACS, LLC OMNITRACS EMPLOYEE SAVINGS & RETIREMENT PLAN | DALLAS TX | 498 | $101.4M | $1.9M |
| 5 | FRANK N. MAGID ASSOCIATES, INC FRANK N. MAGID ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | MINNEAPOLIS MN | 75 | $23.0M | $1.3M |
| 6 | ALKAMI TECHNOLOGY, INC. ALKAMI TECHNOLOGY, INC. 401(K) PLAN | PLANO TX | 946 | $77.0M | $799K |
| 7 | NAVA PBC NAVA 401(K) PLAN | WASHINGTON DC | 379 | $26.9M | $722K |
| 8 | REECE INC. REECE USA 401(K) PLAN | DALLAS TX | 3,577 | $181.6M | $698K |
| 9 | ONESOURCE VIRTUAL, INC. ONESOURCE VIRTUAL, INC. 401(K) PLAN | DALLAS TX | 987 | $52.0M | $638K |
| 10 | ALTAIR GLOBAL SERVICES, LLC DBA ALTAIR GLOBAL RELO ALTAIR 401(K) PLAN | PLANO TX | 306 | $39.0M | $382K |
