Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding Fidelity Investments Small-Cap Index in their Schedule of Assets, totaling $87.5M 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 | LVMH INC. LVMH AFFILIATES' 401(K) PLAN | NEW YORK NY | 12,956 | $1.1B | $10.1M |
| 2 | INTEGRIS HEALTH, INC. 403(B) RETIREMENT SAVINGS PLAN FOR INTEGRIS HEALTH, INC. | OKLAHOMA CITY OK | 12,869 | $1.1B | $9.4M |
| 3 | NEWMONT USA LIMITED RETIREMENT SAVINGS PLAN OF NEWMONT |
DENVER CO |
| 1,169 |
| $341.3M |
| $6.3M |
| 4 | PERDOCEO EDUCATION CORPORATION PERDOCEO EDUCATION CORPORATION 401(K) PLAN | SCHAUMBURG IL | 3,710 | $263.2M | $5.1M |
| 5 | VERINT SYSTEMS INC. VERINT SYSTEMS INC. 401(K) SAVINGS PLAN | MELVILLE NY | 1,385 | $415.4M | $4.3M |
| 6 | AURORIUM HOLDINGS LLC AURORIUM 401(K) DEFERRED SAVINGS PLAN | INDIANAPOLIS IN | 478 | $96.4M | $3.3M |
| 7 | LANTHEUS MEDICAL IMAGING, INC. LANTHEUS MEDICAL IMAGING, INC. RETIREMENT SAVINGS PLAN | NORTH BILLERICA MA | 799 | $147.4M | $2.8M |
| 8 | ILLINOIS HEALTH AND HOSPITAL ASSOCIATION IHA 401(K) AND RETIREMENT SAVINGS PLAN | NAPERVILLE IL | 253 | $81.9M | $2.8M |
| 9 | RESIDEO TECHNOLOGIES, INC. RESIDEO TECHNOLOGIES, INC. 401(K) PLAN | SCOTTSDALE AZ | 3,141 | $277.1M | $2.6M |
| 10 | DOTERRA INTERNATIONAL LLC DOTERRA 401(K) PLAN | PLEASANT GROVE UT | 1,570 | $83.2M | $2.5M |
