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 $1.9M 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 | FOLEY INDUSTRIES, INC. FOLEY SAVINGS PLAN | WICHITA KS | 1,394 | $128.4M | $855K |
| 2 | T & W TIRE COMPANY T&W TIRE 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 451 | $25.0M | $587K |
| 3 | BONITZ, INC. BONITZ, INC. 401(K) RETIREMENT SAVINGS PLAN |
| 346 |
| $18.3M |
| $358K |
| 4 | ANDERSON HOLDINGS ANDERSON HOLDINGS 401(K) SAVINGS PLAN | LOS ANGELES CA | 74 | $93.2M | $98K |
| 5 | GAUDENZIA, INC. GAUDENZIA 403B PLAN | NORRISTOWN PA | 1,043 | $19.6M | $37K |