Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Management & Research Sm Cap Index Fund in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SYNERGY FLAVORS INC SYNERGY FLAVORS, INC. 401(K) PROFIT SHARING PLAN | WAUCONDA IL | 374 | $38.5M | $2.1M |
| 2 | INVISION HUMAN SERVICES INVISION HUMAN SERVICES RETIREMENT PLAN | WEXFORD PA | 385 | $15.9M | $111K |
