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 - Premium Class in their Schedule of Assets, totaling $5.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RKL LLP RKL LLP 401(K) PLAN | LANCASTER PA | 665 | $122.9M | $3.8M |
| 2 | MINTEL GROUP LTD. MINTEL GROUP LTD. EMPLOYEES' 401(K) RETIREMENT PLAN | CHICAGO IL | 340 | $53.9M | $853K |
| 3 | BAIRD & WARNER, INC. THE BAIRD & WARNER 401(K) RETIREMENT SAVINGS PLAN |
CHICAGO IL |
| 385 |
| $45.1M |
| $810K |
| 4 | APPLAUSE APP QUALITY, INC. APPLAUSE APP QUALITY, INC. 401(K) PLAN | FRAMINGHAM MA | 301 | $30.7M | $408K |