Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Management & Research Company LLC Fidelity Small Cap Index Fund 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STOUT RISIUS ROSS, LLC STOUT RISIUS ROSS, LLC 401(K) PROFIT SHARING PLAN | ROYAL OAK MI | 1,074 | $218.0M | $4.5M |
| 2 | SALESLOFT, INC. SALESLOFT 401(K) PLAN | ATLANTA GA | 642 | $59.4M | $601K |
| 3 | TOYOTA CONNECTED NORTH AMERICA, INC. TOYOTA CONNECTED NORTH AMERICA, INC. 401(K) PLAN |
PLANO TX |
| 253 |
| $38.1M |
| $382K |
| 4 | THE LEGAL AID SOCIETY OF CLEVELAND THE LEGAL AID SOCIETY OF CLEVELAND RETIREMENT SAVINGS PLAN | CLEVELAND OH | 149 | $25.7M | $252K |
