Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fidelity Management & Research Fidelity Sm Cap Index Fund in their Schedule of Assets, totaling $6.8M 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 | EDENS REALTY, INC. EDENS REALTY, INC. 401(K) PLAN | COLUMBIA SC | 209 | $71.2M | $2.3M |
| 2 | ASCENT GLOBAL LOGISTICS, INC. ASCENT GLOBAL LOGISTICS, INC. 401(K) PLAN | MILWAUKEE WI | 1,010 | $73.3M | $2.1M |
| 3 | JAKKS PACIFIC, INC. JAKKS PACIFIC, INC. 401(K) PLAN |
SANTA MONICA CA |
| 364 |
| $52.4M |
| $588K |
| 4 | HUSQVARNA CONSUMER OUTDOOR PRODUCTS N.A., INC. HUSQVARNA RETIREMENT SAVINGS 401(K) PLAN | CHARLOTTE NC | 2,135 | $193.7M | $516K |
| 5 | ROSEDALE FEDERAL SAVINGS & LOAN ASSOCIATION ROSEDALE FEDERAL SAVINGS & LOAN ASSOCIATION 401(K) RETIREMENT PLAN | BALTIMORE MD | 143 | $24.0M | $379K |
| 6 | INDUS TECHNOLOGY, INC. INDUS TECHNOLOGY, INC. 401(K) PLAN | SAN DIEGO CA | 472 | $24.5M | $325K |
| 7 | BECKLAR, LLC BECKLAR, LLC 401(K) PLAN | OGDEN UT | 748 | $13.0M | $177K |
| 8 | POLICY SERVICES COMPANY LLC POLICY SERVICES COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST | CORAL SPRINGS FL | 330 | $5.8M | $132K |
| 9 | NATIONAL 4-H COUNCIL NATIONAL 4-H COUNCIL 403(B) PLAN | WASHINGTON DC | 125 | $15.3M | $77K |
| 10 | AMERICAN RESTORATION OPERATIONS, LLC AMERICAN RESTORATION OPERATIONS 401(K) PLAN | IRVING TX | 622 | $28.4M | $73K |
