Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Management and Research Fidelity Small Cap Index Fund in their Schedule of Assets, totaling $1.1M 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 | T & W TIRE COMPANY T&W TIRE 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 451 | $25.0M | $587K |
| 2 | BONITZ, INC. BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN | COLUMBIA SC | 346 | $18.3M | $358K |
| 3 | ANDERSON HOLDINGS ANDERSON HOLDINGS 401(K) SAVINGS PLAN |
LOS ANGELES CA |
| 74 |
| $93.2M |
| $98K |
| 4 | GAUDENZIA, INC. GAUDENZIA 403B PLAN | NORRISTOWN PA | 1,043 | $19.6M | $37K |
| 5 | DRAKE ENTERPRISES, LTD DRAKE ENTERPRISES, LTD 401(K) PLAN | FRANKLIN NC | 105 | $9.4M | $5K |
