Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Investments Small Cap Index Fund n/a in their Schedule of Assets, totaling $867K 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 | STANLEY MARTIN HOMES, LLC STANLEY MARTIN 401(K) PLAN | RESTON VA | 1,492 | $113.6M | $768K |
| 2 | MONROE OPERATIONS, LLC NEWPORT HEALTHCARE 401(K) PLAN | NASHVILLE TN | 3,338 | $51.3M | $44K |
| 3 | WOLTZ & WIND FORD, INC. WOLTZ & WIND FORD, INC. & WASHINGTON FORD, INC. RETIREMENT SAVINGS PLAN |
HEIDELBERG PA |
| 142 |
| $13.0M |
| $31K |
| 4 | PSI PAX, INC. PSI PAX, INC. 401(K) PLAN | CALIFORNIA MD | 181 | $12.4M | $25K |
