Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Management & Research Company LLC Fidelity Small Cap Index in their Schedule of Assets, totaling $15.6M 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 | ABSOPURE WATER COMPANY, ET AL. ABSOPURE WATER COMPANY, ET AL. 401(K) PROFIT SHARING PLAN | PLYMOUTH MI | 4,554 | $474.2M | $12.1M |
| 2 | IFS NORTH AMERICA, INC. IFS NORTH AMERICA 401(K) PLAN | ITASCA IL | 721 | $195.6M | $3.5M |
| 3 | OAK LEAF MANAGEMENT COMPANY, INC. OAK LEAF MANAGEMENT EMPLOYEE 401(K) PLAN |
HOUSTON TX |
| 122 |
| $6.8M |
| $123K |
