Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Investments, Inc. Fidelity Small Cap Index Fund in their Schedule of Assets, totaling $3.2M 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 | MSH CHEVROLET CADILLAC, INC. ECC RETIREMENT SAVINGS PLAN | BALLWIN MO | 176 | $24.3M | $1.2M |
| 2 | SAUSE BROS., INC. SAUSE BROS. RETIREMENT PLAN | PORTLAND OR | 177 | $36.2M | $639K |
| 3 | BEGHOU CONSULTING, LLC BEGHOU CONSULTING, LLC PROFIT SHARING 401(K) PLAN AND TRUST |
EVANSTON IL |
| 201 |
| $48.8M |
| $572K |
| 4 | DFCU FINANCIAL DFCU FINANCIAL 401(K) PLAN | DEARBORN MI | 626 | $130.7M | $461K |
| 5 | CHETU, INC. CHETU, INC. 401(K) PROFIT SHARING PLAN | SUNRISE FL | 127 | $7.4M | $283K |
