Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fidelity Management & Research Small Cap Index - in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FGF LLC FGF LLC | BROWNSBURG IN | 1,356 | $72.6M | $820K |
| 2 | CONVERGENZ, LLC CONVERGENZ 401(K) RETIREMENT PLAN | VIENNA VA | 179 | $8.2M | $313K |
