Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Investments SM CAP IDX in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MECHANICS BANK MECHANICS BANK PROFIT SHARING/401(K) PLAN | WALNUT CREEK CA | 1,484 | $214.6M | $1.7M |
| 2 | APT RESEARCH, INC. A-P-T RESEARCH, INC. 401(K) PLAN | HUNTSVILLE AL | 166 | $33.1M | $507K |
| 3 | MOVEERO, INC. MOVEERO, INC. RETIREMENT PLAN |
| 173 |
| $25.3M |
| $364K |
