Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Investments Registered Investment Company Fidelity Sm Cap Index Fund in their Schedule of Assets, totaling $44.2M 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 | DLA PIPER LLP (US) DLA PIPER LLP (US) PROFIT SHARING AND 401(K) SAVINGS PLAN | BALTIMORE MD | 3,042 | $1.7B | $44.2M |
| 2 | MATRIX HUMAN SERVICES MATRIX HUMAN SERVICES TAX SHELTERED ANNUITY PLAN | DETROIT MI | 434 | $4.0M | $5K |
