Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Fidelity Management & Research Fidelity Small-Cap Index Fund in their Schedule of Assets, totaling $15.2M 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 | MEMBERS 1ST FEDERAL CREDIT UNION MEMBERS 1ST FEDERAL CREDIT UNION 401(K) SAVINGS PLAN | ENOLA PA | 1,259 | $156.2M | $4.4M |
| 2 | VELUX AMERICA LLC VELUX AMERICA LLC 401(K) RETIREMENT PLAN | GREENWOOD SC | 907 | $136.0M | $2.7M |
| 3 | COLORADO WEST HEALTHCARE SYSTEM DBA COMMUNITY HOSPITAL |
GRAND JUNCTION CO |
| 1,425 |
| $70.2M |
| $1.2M |
| 4 | THE CONSERVATION FUND THE CONSERVATION FUND RETIREMENT SAVINGS PLAN | ARLINGTON VA | 196 | $66.0M | $1.1M |
| 5 | ANGEL OAK COMPANIES LP ANGEL OAK COMPANIES 401K PROFIT SHARING PLAN | ATLANTA GA | 260 | $28.8M | $859K |
| 6 | DTSV, INC. DTSV GROUP 401(K) PLAN | NEWPORT NEWS VA | 1,140 | $32.7M | $758K |
| 7 | GOLDBERG SEGALLA LLP GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN | BUFFALO NY | 922 | $112.4M | $740K |
| 8 | FLAT BRANCH MORTGAGE, INC. FLAT BRANCH MORTGAGE, INC. PLAN RETIREMENT SAVINGS PLAN | COLUMBIA MO | 615 | $75.3M | $734K |
| 9 | ROYCE GEOSPATIAL CONSULTANTS INC. ROYCE GEOSPATIAL CONSULTANTS 401K | ARLINGTON VA | 173 | $12.9M | $619K |
| 10 | AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS AAOS RETIREMENT PLAN | ROSEMONT IL | 197 | $51.0M | $562K |
