Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fidelity Management & Research Company LLC Small Cap Index Fund in their Schedule of Assets, totaling $71.6M 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 | PRISMA HEALTH PRISMA HEALTH RETIREMENT SAVINGS PLAN | GREENVILLE SC | 32,659 | $2.2B | $51.4M |
| 2 | PRISMA HEALTH PRISMA HEALTH 401(A) PLAN | GREENVILLE SC | 32,432 | $938.6M | $20.0M |
| 3 | RADIO ENGINEERING INDUSTRIES, INC. RADIO ENGINEERING INDUSTRIES, INC. 401(K) SAVINGS PLAN |
OMAHA NE |
| 181 |
| $18.6M |
| $134K |
| 4 | NORTHERN CONCRETE PIPE, INC. NORTHERN CONCRETE PIPE 401(K) PROFIT SHARING PLAN | BAY CITY MI | 197 | $19.6M | $99K |
| 5 | REFUEL OPERATING COMPANY, LLC REFUEL 401(K) PLAN | NORTH CHARLESTON SC | 2,412 | $7.6M | $26K |
